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Gladstone Institutional Advisory’s Snap-on SNA Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-837
Closed -$248K – 690
2024
Q1 		$248K Buy
+837
New +$238K 0.01% 569

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Gladstone Institutional Advisory's SNA Position: Q2 2024 in Review

Gladstone Institutional Advisory sold out of Snap-on (SNA) in Q2 2024, closing a stake of 837 shares — an estimated $248K sold.

Gladstone Institutional Advisory first reported a position in SNA in Q1 2024 and held it in 1 quarter. The position peaked at $248K in Q1 2024. 867 funds tracked by Wall St. Rank hold SNA as of Q2 2024.

  • Gladstone Institutional Advisory reported no remaining Snap-on position as of Q2 2024 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 837 Snap-on shares in Q2 2024, an estimated $248K.
  • Gladstone Institutional Advisory first reported a position in Snap-on in Q1 2024 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Snap-on position peaked at $248K in Q1 2024.
  • 867 funds tracked by Wall St. Rank held Snap-on as of Q2 2024.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2024, filed 2 Aug 2024.