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Gilliland Jeter Wealth Management’s Snap-on SNA Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-16
Closed -$4.63K – 565
2024
Q3 		$4.63K Hold
16
– – ﹤0.01% 543
2024
Q2 		$4.18K Hold
16
– – ﹤0.01% 539
2024
Q1 		$4.74K Buy
+16
New +$4.54K ﹤0.01% 500

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilliland Jeter Wealth Management's SNA Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Snap-on (SNA) in Q4 2024, closing a stake of 16 shares — an estimated $4.63K sold.

Gilliland Jeter Wealth Management first reported a position in SNA in Q1 2024 and held it in 3 quarters. The position peaked at $4.74K in Q1 2024. 948 funds tracked by Wall St. Rank hold SNA as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Snap-on position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 16 Snap-on shares in Q4 2024, an estimated $4.63K.
  • Gilliland Jeter Wealth Management first reported a position in Snap-on in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Snap-on position peaked at $4.74K in Q1 2024.
  • 948 funds tracked by Wall St. Rank held Snap-on as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.