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Phoenix Wealth Advisors’s Snap SNAP Stock Holding History

Phoenix Wealth 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
2022
Q1 		– Sell
-10,969
Closed -$516K – 124
2021
Q4 		$516K Sell
10,969
-1,575
-13% -$88.6K 0.39% 61
2021
Q3 		$927K Buy
12,544
+295
+2% +$21.3K 0.69% 38
2021
Q2 		$846K Buy
+12,249
New +$735K 0.61% 47

Other funds holding SNAP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Phoenix Wealth Advisors's SNAP Position: Q1 2022 in Review

Phoenix Wealth Advisors sold out of Snap (SNAP) in Q1 2022, closing a stake of 10,969 shares — an estimated $516K sold.

Phoenix Wealth Advisors first reported a position in SNAP in Q2 2021 and held it in 3 quarters. The position peaked at $927K in Q3 2021. 727 funds tracked by Wall St. Rank hold SNAP as of Q1 2022.

  • Phoenix Wealth Advisors reported no remaining Snap position as of Q1 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 10,969 Snap shares in Q1 2022, an estimated $516K.
  • Phoenix Wealth Advisors first reported a position in Snap in Q2 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Snap position peaked at $927K in Q3 2021.
  • 727 funds tracked by Wall St. Rank held Snap as of Q1 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.