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Legend Financial Advisors’s Snap-on SNA Stock Holding History

Legend Financial Advisors’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
2023
Q2 		– Sell
-4
Closed -$988 – 227
2023
Q1 		$988 Hold
4
– – ﹤0.01% 221
2022
Q4 		$914 Hold
4
– – ﹤0.01% 234
2022
Q3 		$805 Buy
+4
New +$862 ﹤0.01% 222

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Legend Financial Advisors's SNA Position: Q2 2023 in Review

Legend Financial Advisors sold out of Snap-on (SNA) in Q2 2023, closing a stake of 4 shares — an estimated $988 sold.

Legend Financial Advisors first reported a position in SNA in Q3 2022 and held it in 3 quarters. The position peaked at $988 in Q1 2023. 816 funds tracked by Wall St. Rank hold SNA as of Q2 2023.

  • Legend Financial Advisors reported no remaining Snap-on position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 4 Snap-on shares in Q2 2023, an estimated $988.
  • Legend Financial Advisors first reported a position in Snap-on in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Snap-on position peaked at $988 in Q1 2023.
  • 816 funds tracked by Wall St. Rank held Snap-on as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.