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Curated Wealth Partners’s Snap-on SNA Stock Holding History

Curated Wealth Partners’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-966
Closed -$202K – 152
2021
Q3 		$202K Hold
966
– – 0.11% 141
2021
Q2 		$216K Hold
966
– – 0.12% 139
2021
Q1 		$223K Buy
+966
New +$190K 0.14% 128

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Curated Wealth Partners's SNA Position: Q4 2021 in Review

Curated Wealth Partners sold out of Snap-on (SNA) in Q4 2021, closing a stake of 966 shares — an estimated $202K sold.

Curated Wealth Partners first reported a position in SNA in Q1 2021 and held it in 3 quarters. The position peaked at $223K in Q1 2021. 722 funds tracked by Wall St. Rank hold SNA as of Q4 2021.

  • Curated Wealth Partners reported no remaining Snap-on position as of Q4 2021 after selling out during the quarter.
  • Curated Wealth Partners sold 966 Snap-on shares in Q4 2021, an estimated $202K.
  • Curated Wealth Partners first reported a position in Snap-on in Q1 2021 and held it in 3 quarters.
  • Curated Wealth Partners's Snap-on position peaked at $223K in Q1 2021.
  • 722 funds tracked by Wall St. Rank held Snap-on as of Q4 2021.

Based on Curated Wealth Partners's 13F filing for Q4 2021, filed 3 Feb 2022.