Institutional & Family Asset Management’s Snowflake SNOW Stock Holding History

Institutional & Family Asset Management’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 Q2	$35.3K	Sell	261 -5	-2%	-$738	0.01%	276
2024 Q1	$43K	Sell	266 -18	-6%	-$3.49K	0.01%	250
2023 Q4	$56.5K	Buy	284 +19	+7%	+$3.21K	0.01%	224
2023 Q3	$40.5K	Hold	265	–	–	0.01%	234
2023 Q2	$46.6K	Buy	265 +2	+0.8%	+$325	0.01%	227
2023 Q1	$40.6K	Sell	263 -32	-11%	-$4.69K	0.01%	236
2022 Q4	$42.3K	Buy	295 +129	+78%	+$19.7K	0.01%	232
2022 Q3	$28K	Buy	166 +48	+41%	+$7.95K	0.01%	277
2022 Q2	$16K	Buy	+118	New	+$18.7K	﹤0.01%	341

Other funds holding SNOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional & Family Asset Management's SNOW Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Snowflake (SNOW) stake by 1.9% in Q2 2024, selling an estimated $738 and leaving 261 shares worth $35.3K. The position accounts for 0.01% of the portfolio, ranked #276.

Institutional & Family Asset Management first reported a position in SNOW in Q2 2022 and has held it in 9 quarters since. The position peaked at $56.5K in Q4 2023. 1,051 funds tracked by Wall St. Rank hold SNOW as of Q2 2024.

Institutional & Family Asset Management held 261 shares of Snowflake worth $35.3K as of Q2 2024.
Institutional & Family Asset Management sold 5 Snowflake shares in Q2 2024, an estimated $738.
Snowflake made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #276 holding.
Institutional & Family Asset Management first reported a position in Snowflake in Q2 2022 and has held it in 9 quarters since.
Institutional & Family Asset Management's Snowflake position peaked at $56.5K in Q4 2023.
1,051 funds tracked by Wall St. Rank held Snowflake as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.