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IAG Wealth Partners’s Snap-on SNA Stock Holding History

IAG Wealth Partners’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
2021
Q2 		– Sell
-56
Closed -$13K – 391
2021
Q1 		$13K Hold
56
– – 0.01% 230
2020
Q4 		$10K Hold
56
– – ﹤0.01% 238
2020
Q3 		$9K Hold
56
– – ﹤0.01% 233
2020
Q2 		$8K Hold
56
– – ﹤0.01% 254
2020
Q1 		$7K Hold
56
– – ﹤0.01% 249
2019
Q4 		$10K Buy
+56
New +$9.13K 0.01% 258

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IAG Wealth Partners's SNA Position: Q2 2021 in Review

IAG Wealth Partners sold out of Snap-on (SNA) in Q2 2021, closing a stake of 56 shares — an estimated $13K sold.

IAG Wealth Partners first reported a position in SNA in Q4 2019 and held it in 6 quarters. The position peaked at $13K in Q1 2021. 687 funds tracked by Wall St. Rank hold SNA as of Q2 2021.

  • IAG Wealth Partners reported no remaining Snap-on position as of Q2 2021 after selling out during the quarter.
  • IAG Wealth Partners sold 56 Snap-on shares in Q2 2021, an estimated $13K.
  • IAG Wealth Partners first reported a position in Snap-on in Q4 2019 and held it in 6 quarters.
  • IAG Wealth Partners's Snap-on position peaked at $13K in Q1 2021.
  • 687 funds tracked by Wall St. Rank held Snap-on as of Q2 2021.

Based on IAG Wealth Partners's 13F filing for Q2 2021, filed 4 Aug 2021.