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High Net Worth Advisory Group’s Snowflake SNOW Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-230
Closed -$33K – 516
2022
Q4 		$33K Sell
230
-105
-31% -$16K 0.01% 383
2022
Q3 		$57K Buy
335
+130
+63% +$21.5K 0.02% 305
2022
Q2 		$29K Buy
205
+15
+8% +$2.38K 0.01% 400
2022
Q1 		$44K Sell
190
-410
-68% -$106K 0.02% 358
2021
Q4 		$203K Buy
+600
New +$209K 0.07% 189

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

High Net Worth Advisory Group's SNOW Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Snowflake (SNOW) in Q1 2023, closing a stake of 230 shares — an estimated $33K sold.

High Net Worth Advisory Group first reported a position in SNOW in Q4 2021 and held it in 5 quarters. The position peaked at $203K in Q4 2021. 905 funds tracked by Wall St. Rank hold SNOW as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Snowflake position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 230 Snowflake shares in Q1 2023, an estimated $33K.
  • High Net Worth Advisory Group first reported a position in Snowflake in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Snowflake position peaked at $203K in Q4 2021.
  • 905 funds tracked by Wall St. Rank held Snowflake as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.