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Evelyn Partners Investment Management Services’s Snowflake SNOW Stock Holding History

Evelyn Partners Investment Management Services’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
2025
Q1 		– Sell
-14
Closed -$2.16K – 280
2024
Q4 		$2.16K Buy
+14
New +$1.97K ﹤0.01% 258

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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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evelyn Partners Investment Management Services's SNOW Position: Q1 2025 in Review

Evelyn Partners Investment Management Services sold out of Snowflake (SNOW) in Q1 2025, closing a stake of 14 shares — an estimated $2.16K sold.

Evelyn Partners Investment Management Services first reported a position in SNOW in Q4 2024 and held it in 1 quarter. The position peaked at $2.16K in Q4 2024. 1,155 funds tracked by Wall St. Rank hold SNOW as of Q1 2025.

  • Evelyn Partners Investment Management Services reported no remaining Snowflake position as of Q1 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 14 Snowflake shares in Q1 2025, an estimated $2.16K.
  • Evelyn Partners Investment Management Services first reported a position in Snowflake in Q4 2024 and held it in 1 quarter.
  • Evelyn Partners Investment Management Services's Snowflake position peaked at $2.16K in Q4 2024.
  • 1,155 funds tracked by Wall St. Rank held Snowflake as of Q1 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2025, filed 4 Aug 2025.