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Heritage Wealth Management (Arizona)’s Snowflake SNOW Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$18.9K Buy
132
+26
+25% +$3.97K ﹤0.01% 673
2022
Q3 		$18K Buy
106
+10
+10% +$1.66K 0.01% 555
2022
Q2 		$13.3K Buy
+96
New +$15.2K ﹤0.01% 621

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 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

Heritage Wealth Management (Arizona)'s SNOW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Snowflake (SNOW) stake by 25% in Q4 2022, buying an estimated $3.97K and bringing the position to 132 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Heritage Wealth Management (Arizona) first reported a position in SNOW in Q2 2022 and has held it in 3 quarters since. 895 funds tracked by Wall St. Rank hold SNOW as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 132 shares of Snowflake worth $18.9K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 26 Snowflake shares in Q4 2022, an estimated $3.97K.
  • Snowflake made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #673 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Snowflake in Q2 2022 and has held it in 3 quarters since.
  • 895 funds tracked by Wall St. Rank held Snowflake as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.