Financial Synergies Wealth Advisors’s Snowflake SNOW Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-11	Closed	-$1.78K	–	405
2024 Q1	$1.78K	Buy	11 +4	+57%	+$776	﹤0.01%	337
2023 Q4	$1K	Sell	7 -4	-36%	-$676	﹤0.01%	324
2023 Q3	$1.68K	Buy	11 +4	+57%	+$651	﹤0.01%	320
2023 Q2	$1.23K	Hold	7	–	–	﹤0.01%	345
2023 Q1	$1.08K	Hold	7	–	–	﹤0.01%	370
2022 Q4	$1K	Hold	7	–	–	﹤0.01%	324
2022 Q3	$1.19K	Sell	7 -4	-36%	-$662	﹤0.01%	278
2022 Q2	$1.53K	Buy	+11	New	+$1.74K	﹤0.01%	269

Other funds holding SNOW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Synergies Wealth Advisors's SNOW Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Snowflake (SNOW) in Q2 2024, closing a stake of 11 shares — an estimated $1.78K sold.

Financial Synergies Wealth Advisors first reported a position in SNOW in Q2 2022 and held it in 8 quarters. The position peaked at $1.78K in Q1 2024. 1,051 funds tracked by Wall St. Rank hold SNOW as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Snowflake position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 11 Snowflake shares in Q2 2024, an estimated $1.78K.
Financial Synergies Wealth Advisors first reported a position in Snowflake in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Snowflake position peaked at $1.78K in Q1 2024.
1,051 funds tracked by Wall St. Rank held Snowflake as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.