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MPS Loria Financial Planners’s Snap-on SNA Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-6
Closed -$1K – 490
2021
Q1 		$1K Hold
6
– – ﹤0.01% 532
2020
Q4 		$1K Buy
+6
New +$1K ﹤0.01% 579

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MPS Loria Financial Planners's SNA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Snap-on (SNA) in Q2 2021, closing a stake of 6 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in SNA in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 687 funds tracked by Wall St. Rank hold SNA as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Snap-on position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 6 Snap-on shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Snap-on in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Snap-on position peaked at $1K in Q1 2021.
  • 687 funds tracked by Wall St. Rank held Snap-on as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.