KJWM
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Kiley Juergens Wealth Management’s Snap SNAP Stock Holding History

Kiley Juergens Wealth Management’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,811
Closed -$213K – 74
2024
Q2 		$213K Buy
+12,811
New +$184K 0.06% 71
2024
Q1 		– Sell
-15,561
Closed -$263K – 68
2023
Q4 		$263K Buy
+15,561
New +$191K 0.09% 65
2022
Q4 		– Sell
-21,661
Closed -$212K – 73
2022
Q3 		$212K Buy
21,661
+100
+0.5% +$1.16K 0.1% 68
2022
Q2 		$283K Sell
21,561
-13,665
-39% -$312K 0.13% 70
2022
Q1 		$1.27M Buy
35,226
+15,418
+78% +$558K 0.61% 30
2021
Q4 		$932K Buy
19,808
+3,459
+21% +$195K 0.35% 49
2021
Q3 		$1.21M Sell
16,349
-1,100
-6% -$79.5K 0.53% 36
2021
Q2 		$1.19M Sell
17,449
-255
-1% -$15.3K 0.54% 36
2021
Q1 		$925K Sell
17,704
-198
-1% -$11.4K 0.48% 39
2020
Q4 		$896K Sell
17,902
-2,070
-10% -$86K 0.53% 33
2020
Q3 		$521K Buy
19,972
+5,470
+38% +$127K 0.38% 38
2020
Q2 		$340K Buy
+14,502
New +$258K 0.28% 43
2018
Q4 		– Sell
-22
Closed – – 541
2018
Q3 		$0 Hold
22
– – ﹤0.01% 742
2018
Q2 		$0 Buy
+22
New +$284 ﹤0.01% 680
2018
Q1 		– Sell
-22
Closed – – 514
2017
Q4 		$0 Buy
+22
New +$321 ﹤0.01% 697

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kiley Juergens Wealth Management's SNAP Position: Q3 2024 in Review

Kiley Juergens Wealth Management sold out of Snap (SNAP) in Q3 2024, closing a stake of 12,811 shares — an estimated $213K sold.

Kiley Juergens Wealth Management first reported a position in SNAP in Q4 2017 and held it in 15 quarters. The position peaked at $1.27M in Q1 2022. 558 funds tracked by Wall St. Rank hold SNAP as of Q3 2024.

  • Kiley Juergens Wealth Management reported no remaining Snap position as of Q3 2024 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 12,811 Snap shares in Q3 2024, an estimated $213K.
  • Kiley Juergens Wealth Management first reported a position in Snap in Q4 2017 and held it in 15 quarters.
  • Kiley Juergens Wealth Management's Snap position peaked at $1.27M in Q1 2022.
  • 558 funds tracked by Wall St. Rank held Snap as of Q3 2024.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.