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

Modera 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
2022 Q1	–	Sell	-944	Closed	-$203K	–	557
2021 Q4	$203K	Buy	+944	New	+$202K	0.01%	568

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Modera Wealth Management's SNA Position: Q1 2022 in Review

Modera Wealth Management sold out of Snap-on (SNA) in Q1 2022, closing a stake of 944 shares — an estimated $203K sold.

Modera Wealth Management first reported a position in SNA in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 710 funds tracked by Wall St. Rank hold SNA as of Q1 2022.

Modera Wealth Management reported no remaining Snap-on position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 944 Snap-on shares in Q1 2022, an estimated $203K.
Modera Wealth Management first reported a position in Snap-on in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's Snap-on position peaked at $203K in Q4 2021.
710 funds tracked by Wall St. Rank held Snap-on as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.