GWANC
SNOW icon

Guardian Wealth Advisors (North Carolina)’s Snowflake SNOW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2023
Q2 		– Sell
-1,986
Closed -$306K – 436
2023
Q1 		$306K Buy
+1,986
New +$291K 0.05% 167

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SNOW Position: Q2 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Snowflake (SNOW) in Q2 2023, closing a stake of 1,986 shares — an estimated $306K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SNOW in Q1 2023 and held it in 1 quarter. The position peaked at $306K in Q1 2023. 977 funds tracked by Wall St. Rank hold SNOW as of Q2 2023.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Snowflake position as of Q2 2023 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1,986 Snowflake shares in Q2 2023, an estimated $306K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Snowflake in Q1 2023 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Snowflake position peaked at $306K in Q1 2023.
  • 977 funds tracked by Wall St. Rank held Snowflake as of Q2 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 14 Aug 2023.