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Liberty Wealth Management’s Snap-on SNA Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-339
Closed -$72K – 953
2021
Q3 		$72K Buy
339
+209
+161% +$46.3K 0.03% 351
2021
Q2 		$29K Buy
130
+23
+21% +$5.5K 0.01% 427
2021
Q1 		$19K Hold
107
– – 0.01% 472
2020
Q4 		$19K Buy
107
+93
+664% +$15.5K 0.01% 469
2020
Q3 		$2K Buy
+14
New +$2.03K ﹤0.01% 778

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Liberty Wealth Management's SNA Position: Q4 2021 in Review

Liberty Wealth Management sold out of Snap-on (SNA) in Q4 2021, closing a stake of 339 shares — an estimated $72K sold.

Liberty Wealth Management first reported a position in SNA in Q3 2020 and held it in 5 quarters. The position peaked at $72K in Q3 2021. 722 funds tracked by Wall St. Rank hold SNA as of Q4 2021.

  • Liberty Wealth Management reported no remaining Snap-on position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 339 Snap-on shares in Q4 2021, an estimated $72K.
  • Liberty Wealth Management first reported a position in Snap-on in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Snap-on position peaked at $72K in Q3 2021.
  • 722 funds tracked by Wall St. Rank held Snap-on as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.