DFPG Investments’s Snap-on SNA Stock Holding History

DFPG Investments’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
2023 Q3	–	Sell	-696	Closed	-$205K	–	626
2023 Q2	$205K	Buy	+696	New	+$180K	0.02%	545

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DFPG Investments's SNA Position: Q3 2023 in Review

DFPG Investments sold out of Snap-on (SNA) in Q3 2023, closing a stake of 696 shares — an estimated $205K sold.

DFPG Investments first reported a position in SNA in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 811 funds tracked by Wall St. Rank hold SNA as of Q3 2023.

DFPG Investments reported no remaining Snap-on position as of Q3 2023 after selling out during the quarter.
DFPG Investments sold 696 Snap-on shares in Q3 2023, an estimated $205K.
DFPG Investments first reported a position in Snap-on in Q2 2023 and held it in 1 quarter.
DFPG Investments's Snap-on position peaked at $205K in Q2 2023.
811 funds tracked by Wall St. Rank held Snap-on as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.