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Pacific Capital Wealth Advisors’s Snowflake SNOW Stock Holding History

Pacific Capital 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
-65
Closed -$10K – 324
2024
Q4 		$10K Hold
65
– – ﹤0.01% 271
2024
Q3 		$7.47K Hold
65
– – ﹤0.01% 326
2024
Q2 		$8.78K Sell
65
-18
-22% -$2.66K ﹤0.01% 328
2024
Q1 		$13.4K Buy
+83
New +$16.1K ﹤0.01% 209

Other funds holding SNOW

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's SNOW Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Snowflake (SNOW) in Q1 2025, closing a stake of 65 shares — an estimated $10K sold.

Pacific Capital Wealth Advisors first reported a position in SNOW in Q1 2024 and held it in 4 quarters. The position peaked at $13.4K in Q1 2024. 1,154 funds tracked by Wall St. Rank hold SNOW as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Snowflake position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 65 Snowflake shares in Q1 2025, an estimated $10K.
  • Pacific Capital Wealth Advisors first reported a position in Snowflake in Q1 2024 and held it in 4 quarters.
  • Pacific Capital Wealth Advisors's Snowflake position peaked at $13.4K in Q1 2024.
  • 1,154 funds tracked by Wall St. Rank held Snowflake as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.