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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
-1,000
Closed -$224K – 510
2025
Q2 		$224K Sell
1,000
-600
-38% -$108K 0.02% 563
2025
Q1 		$210K Hold
1,600
– – 0.01% 665
2024
Q4 		$247K Buy
1,600
+1,100
+220% +$155K 0.01% 649
2024
Q3 		$57.4K Hold
500
– – ﹤0.01% 753
2024
Q2 		$67.5K Buy
+500
New +$73.8K ﹤0.01% 721

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 $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 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.