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

Heritage Wealth Management (Ohio)’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
Q3 		– Sell
-3,705
Closed -$530K – 231
2024
Q2 		$530K Buy
+3,705
New +$547K 0.18% 125

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Morgan Stanley
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
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s SNOW Position: Q3 2024 in Review

Heritage Wealth Management (Ohio) sold out of Snowflake (SNOW) in Q3 2024, closing a stake of 3,705 shares — an estimated $530K sold.

Heritage Wealth Management (Ohio) first reported a position in SNOW in Q2 2024 and held it in 1 quarter. The position peaked at $530K in Q2 2024. 980 funds tracked by Wall St. Rank hold SNOW as of Q3 2024.

  • Heritage Wealth Management (Ohio) reported no remaining Snowflake position as of Q3 2024 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 3,705 Snowflake shares in Q3 2024, an estimated $530K.
  • Heritage Wealth Management (Ohio) first reported a position in Snowflake in Q2 2024 and held it in 1 quarter.
  • Heritage Wealth Management (Ohio)'s Snowflake position peaked at $530K in Q2 2024.
  • 980 funds tracked by Wall St. Rank held Snowflake as of Q3 2024.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2024, filed 31 Oct 2024.