Oak Wealth Advisors’s Snowflake SNOW Stock Holding History

Oak Wealth Advisors’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 Q1	–	Sell	-4,766	Closed	-$736K	–	59
2024 Q4	$736K	Buy	+4,766	New	+$671K	0.57%	25

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

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Oak Wealth Advisors's SNOW Position: Q1 2025 in Review

Oak Wealth Advisors sold out of Snowflake (SNOW) in Q1 2025, closing a stake of 4,766 shares — an estimated $736K sold.

Oak Wealth Advisors first reported a position in SNOW in Q4 2024 and held it in 1 quarter. The position peaked at $736K in Q4 2024. 1,154 funds tracked by Wall St. Rank hold SNOW as of Q1 2025.

Oak Wealth Advisors reported no remaining Snowflake position as of Q1 2025 after selling out during the quarter.
Oak Wealth Advisors sold 4,766 Snowflake shares in Q1 2025, an estimated $736K.
Oak Wealth Advisors first reported a position in Snowflake in Q4 2024 and held it in 1 quarter.
Oak Wealth Advisors's Snowflake position peaked at $736K in Q4 2024.
1,154 funds tracked by Wall St. Rank held Snowflake as of Q1 2025.

Based on Oak Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.