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Peterson Wealth Management’s Snowflake SNOW Stock Holding History

Peterson Wealth Management’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
2024
Q4 		– Sell
-1,995
Closed -$229K – 53
2024
Q3 		$229K Sell
1,995
-1,411
-41% -$174K 0.15% 47
2024
Q2 		$460K Sell
3,406
-8,584
-72% -$1.27M 0.28% 44
2024
Q1 		$1.94M Buy
11,990
+6,414
+115% +$1.24M 1.4% 29
2023
Q4 		$1.11M Buy
5,576
+81
+1% +$13.7K 1% 33
2023
Q3 		$839K Buy
5,495
+3,550
+183% +$578K 0.69% 37
2023
Q2 		$342K Buy
+1,945
New +$316K 0.27% 58

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Peterson Wealth Management's SNOW Position: Q4 2024 in Review

Peterson Wealth Management sold out of Snowflake (SNOW) in Q4 2024, closing a stake of 1,995 shares — an estimated $229K sold.

Peterson Wealth Management first reported a position in SNOW in Q2 2023 and held it in 6 quarters. The position peaked at $1.94M in Q1 2024. 1,114 funds tracked by Wall St. Rank hold SNOW as of Q4 2024.

  • Peterson Wealth Management reported no remaining Snowflake position as of Q4 2024 after selling out during the quarter.
  • Peterson Wealth Management sold 1,995 Snowflake shares in Q4 2024, an estimated $229K.
  • Peterson Wealth Management first reported a position in Snowflake in Q2 2023 and held it in 6 quarters.
  • Peterson Wealth Management's Snowflake position peaked at $1.94M in Q1 2024.
  • 1,114 funds tracked by Wall St. Rank held Snowflake as of Q4 2024.

Based on Peterson Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.