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Financial Advocates Investment Management’s Snowflake SNOW Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-2,134
Closed -$478K – 509
2025
Q2 		$478K Sell
2,134
-312
-13% -$56.4K 0.04% 369
2025
Q1 		$358K Buy
2,446
+46
+2% +$7.81K 0.03% 513
2024
Q4 		$371K Sell
2,400
-490
-17% -$69K 0.02% 545
2024
Q3 		$332K Sell
2,890
-389
-12% -$47.8K 0.02% 572
2024
Q2 		$443K Buy
3,279
+448
+16% +$66.2K 0.03% 460
2024
Q1 		$457K Sell
2,831
-117
-4% -$22.7K 0.03% 472
2023
Q4 		$587K Buy
2,948
+1,086
+58% +$184K 0.04% 393
2023
Q3 		$284K Buy
1,862
+228
+14% +$37.1K 0.02% 542
2023
Q2 		$288K Buy
1,634
+12
+0.7% +$1.95K 0.02% 533
2023
Q1 		$250K Sell
1,622
-197
-11% -$28.9K 0.02% 613
2022
Q4 		$261K Buy
1,819
+212
+13% +$32.3K 0.02% 595
2022
Q3 		$273K Buy
1,607
+4
+0.2% +$662 0.02% 581
2022
Q2 		$223K Buy
1,603
+255
+19% +$40.4K 0.02% 596
2022
Q1 		$309K Buy
1,348
+58
+4% +$15K 0.02% 567
2021
Q4 		$437K Buy
1,290
+113
+10% +$39.4K 0.03% 519
2021
Q3 		$356K Buy
1,177
+292
+33% +$83K 0.02% 565
2021
Q2 		$214K Buy
+885
New +$206K 0.01% 690

Other funds holding SNOW

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Financial Advocates Investment Management's SNOW Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Snowflake (SNOW) in Q3 2025, closing a stake of 2,134 shares — an estimated $478K sold.

Financial Advocates Investment Management first reported a position in SNOW in Q2 2021 and held it in 17 quarters. The position peaked at $587K in Q4 2023. 1,343 funds tracked by Wall St. Rank hold SNOW as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Snowflake position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,134 Snowflake shares in Q3 2025, an estimated $478K.
  • Financial Advocates Investment Management first reported a position in Snowflake in Q2 2021 and held it in 17 quarters.
  • Financial Advocates Investment Management's Snowflake position peaked at $587K in Q4 2023.
  • 1,343 funds tracked by Wall St. Rank held Snowflake as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.