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Northwest Financial Advisors’s Snap SNAP Stock Holding History

Northwest Financial Advisors’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
Q4 		– Sell
-300
Closed -$3.21K – 472
2024
Q3 		$3.21K Buy
+300
New +$3.42K ﹤0.01% 475
2024
Q1 		– Sell
-300
Closed -$5.08K – 450
2023
Q4 		$5.08K Buy
+300
New +$3.68K ﹤0.01% 441

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
O
Ossiam Paris, France $5.69B AUM 30.95% 1-Year Est. Return

Northwest Financial Advisors's SNAP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Snap (SNAP) in Q4 2024, closing a stake of 300 shares — an estimated $3.21K sold.

Northwest Financial Advisors first reported a position in SNAP in Q4 2023 and held it in 2 quarters. The position peaked at $5.08K in Q4 2023. 568 funds tracked by Wall St. Rank hold SNAP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Snap position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 300 Snap shares in Q4 2024, an estimated $3.21K.
  • Northwest Financial Advisors first reported a position in Snap in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Snap position peaked at $5.08K in Q4 2023.
  • 568 funds tracked by Wall St. Rank held Snap as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.