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Marcum Wealth’s Snap SNAP Stock Holding History

Marcum Wealth’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
Q2 		– Sell
-15,230
Closed -$175K – 407
2024
Q1 		$175K Buy
+15,230
New +$204K 0.02% 352
2022
Q2 		– Sell
-7,014
Closed -$252K – 417
2022
Q1 		$252K Buy
7,014
+950
+16% +$34.4K 0.03% 278
2021
Q4 		$285K Buy
6,064
+307
+5% +$17.3K 0.04% 263
2021
Q3 		$425K Buy
5,757
+90
+2% +$6.5K 0.07% 178
2021
Q2 		$386K Hold
5,667
– – 0.06% 183
2021
Q1 		$296K Buy
5,667
+1,392
+33% +$80K 0.05% 223
2020
Q4 		$214K Buy
+4,275
New +$178K 0.05% 133

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $10.8B AUM 34.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Marcum Wealth's SNAP Position: Q2 2024 in Review

Marcum Wealth sold out of Snap (SNAP) in Q2 2024, closing a stake of 15,230 shares — an estimated $175K sold.

Marcum Wealth first reported a position in SNAP in Q4 2020 and held it in 7 quarters. The position peaked at $425K in Q3 2021. 571 funds tracked by Wall St. Rank hold SNAP as of Q2 2024.

  • Marcum Wealth reported no remaining Snap position as of Q2 2024 after selling out during the quarter.
  • Marcum Wealth sold 15,230 Snap shares in Q2 2024, an estimated $175K.
  • Marcum Wealth first reported a position in Snap in Q4 2020 and held it in 7 quarters.
  • Marcum Wealth's Snap position peaked at $425K in Q3 2021.
  • 571 funds tracked by Wall St. Rank held Snap as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.