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Level Financial Advisors’s Snowflake SNOW Stock Holding History

Level Financial Advisors’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
Q1 		– Sell
-70
Closed -$13.9K – 230
2023
Q4 		$13.9K Hold
70
– – 0.01% 177
2023
Q3 		$10.7K Hold
70
– – 0.01% 186
2023
Q2 		$12.3K Hold
70
– – 0.01% 177
2023
Q1 		$10.8K Sell
70
-45
-39% -$6.6K 0.01% 164
2022
Q4 		$17K Hold
115
– – 0.01% 134
2022
Q3 		$20K Hold
115
– – 0.01% 138
2022
Q2 		$16K Hold
115
– – 0.01% 158
2022
Q1 		$26K Buy
115
+95
+475% +$24.6K 0.02% 116
2021
Q4 		$7K Buy
+20
New +$6.97K 0.01% 194

Other funds holding SNOW

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Level Financial Advisors's SNOW Position: Q1 2024 in Review

Level Financial Advisors sold out of Snowflake (SNOW) in Q1 2024, closing a stake of 70 shares — an estimated $13.9K sold.

Level Financial Advisors first reported a position in SNOW in Q4 2021 and held it in 9 quarters. The position peaked at $26K in Q1 2022. 1,099 funds tracked by Wall St. Rank hold SNOW as of Q1 2024.

  • Level Financial Advisors reported no remaining Snowflake position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 70 Snowflake shares in Q1 2024, an estimated $13.9K.
  • Level Financial Advisors first reported a position in Snowflake in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Snowflake position peaked at $26K in Q1 2022.
  • 1,099 funds tracked by Wall St. Rank held Snowflake as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.