LJI Wealth Management’s Snowflake SNOW Stock Holding History

LJI Wealth 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
2025 Q2	–	Sell	-5,300	Closed	-$775K	–	192
2025 Q1	$775K	Buy	+5,300	New	+$899K	0.15%	62

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

LJI Wealth Management's SNOW Position: Q2 2025 in Review

LJI Wealth Management sold out of Snowflake (SNOW) in Q2 2025, closing a stake of 5,300 shares — an estimated $775K sold.

LJI Wealth Management first reported a position in SNOW in Q1 2025 and held it in 1 quarter. The position peaked at $775K in Q1 2025. 1,300 funds tracked by Wall St. Rank hold SNOW as of Q2 2025.

LJI Wealth Management reported no remaining Snowflake position as of Q2 2025 after selling out during the quarter.
LJI Wealth Management sold 5,300 Snowflake shares in Q2 2025, an estimated $775K.
LJI Wealth Management first reported a position in Snowflake in Q1 2025 and held it in 1 quarter.
LJI Wealth Management's Snowflake position peaked at $775K in Q1 2025.
1,300 funds tracked by Wall St. Rank held Snowflake as of Q2 2025.

Based on LJI Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.