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Edge Wealth Management’s Snap-on SNA Stock Holding History

Edge Wealth Management’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
2020
Q2 		– Sell
-3,750
Closed -$411K – 712
2020
Q1 		$411K Buy
+3,750
New +$554K 0.09% 102
2018
Q4 		– Sell
-160
Closed -$29K – 613
2018
Q3 		$29K Hold
160
– – 0.01% 320
2018
Q2 		$26K Buy
+160
New +$24.2K 0.01% 326
2017
Q4 		– Sell
-500
Closed -$74K – 567
2017
Q3 		$74K Buy
+500
New +$75.1K 0.02% 188

Other funds holding SNA

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Edge Wealth Management's SNA Position: Q2 2020 in Review

Edge Wealth Management sold out of Snap-on (SNA) in Q2 2020, closing a stake of 3,750 shares — an estimated $411K sold.

Edge Wealth Management first reported a position in SNA in Q3 2017 and held it in 4 quarters. The position peaked at $411K in Q1 2020. 540 funds tracked by Wall St. Rank hold SNA as of Q2 2020.

  • Edge Wealth Management reported no remaining Snap-on position as of Q2 2020 after selling out during the quarter.
  • Edge Wealth Management sold 3,750 Snap-on shares in Q2 2020, an estimated $411K.
  • Edge Wealth Management first reported a position in Snap-on in Q3 2017 and held it in 4 quarters.
  • Edge Wealth Management's Snap-on position peaked at $411K in Q1 2020.
  • 540 funds tracked by Wall St. Rank held Snap-on as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.