IWP
SNA icon

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

Icon 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
2019
Q2 		– Sell
-415
Closed -$65K – 669
2019
Q1 		$65K Buy
+415
New +$65.9K 0.02% 304
2018
Q3 		– Sell
-563
Closed -$91K – 650
2018
Q2 		$91K Buy
+563
New +$85.2K 0.04% 257
2018
Q1 		– Sell
-486
Closed -$85K – 648
2017
Q4 		$85K Buy
+486
New +$78.6K 0.04% 302

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Icon Wealth Partners's SNA Position: Q2 2019 in Review

Icon Wealth Partners sold out of Snap-on (SNA) in Q2 2019, closing a stake of 415 shares — an estimated $65K sold.

Icon Wealth Partners first reported a position in SNA in Q4 2017 and held it in 3 quarters. The position peaked at $91K in Q2 2018. 575 funds tracked by Wall St. Rank hold SNA as of Q2 2019.

  • Icon Wealth Partners reported no remaining Snap-on position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 415 Snap-on shares in Q2 2019, an estimated $65K.
  • Icon Wealth Partners first reported a position in Snap-on in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Snap-on position peaked at $91K in Q2 2018.
  • 575 funds tracked by Wall St. Rank held Snap-on as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.