CPG
SNAP icon

Cornerstone Planning Group’s Snap SNAP Stock Holding History

Cornerstone Planning Group’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-229
Closed -$2K – 1361
2024
Q2 		$2K Hold
229
– – ﹤0.01% 770
2024
Q1 		$3.72K Buy
229
+187
+445% +$2.51K ﹤0.01% 566
2023
Q4 		$711 Hold
42
– – ﹤0.01% 750
2023
Q3 		$374 Buy
+42
New +$439 ﹤0.01% 942

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Planning Group's SNAP Position: Q3 2024 in Review

Cornerstone Planning Group sold out of Snap (SNAP) in Q3 2024, closing a stake of 229 shares — an estimated $2K sold.

Cornerstone Planning Group first reported a position in SNAP in Q3 2023 and held it in 4 quarters. The position peaked at $3.72K in Q1 2024. 558 funds tracked by Wall St. Rank hold SNAP as of Q3 2024.

  • Cornerstone Planning Group reported no remaining Snap position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 229 Snap shares in Q3 2024, an estimated $2K.
  • Cornerstone Planning Group first reported a position in Snap in Q3 2023 and held it in 4 quarters.
  • Cornerstone Planning Group's Snap position peaked at $3.72K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Snap as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.