CWM
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Congress Wealth Management’s Snowflake SNOW Stock Holding History

Congress Wealth Management’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,941
Closed -$262K – 868
2024
Q2 		$262K Buy
1,941
+474
+32% +$70K ﹤0.01% 646
2024
Q1 		$237K Buy
1,467
+304
+26% +$58.9K ﹤0.01% 547
2023
Q4 		$232K Buy
+1,163
New +$197K ﹤0.01% 574
2023
Q3 		– Sell
-1,271
Closed -$224K – 622
2023
Q2 		$224K Sell
1,271
-489
-28% -$79.5K 0.01% 524
2023
Q1 		$272K Buy
1,760
+353
+25% +$51.8K 0.01% 496
2022
Q4 		$202K Buy
1,407
+37
+3% +$5.64K 0.01% 543
2022
Q3 		$233K Buy
+1,370
New +$227K 0.01% 504

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return