PWAG
SNA icon

Polaris Wealth Advisory Group’s Snap-on SNA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SNA Stock Details SNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-36,930
Closed -$8.7M – 204
2021
Q1 		$8.7M Buy
36,930
+2,261
+7% +$445K 0.56% 58
2020
Q4 		$5.99M Sell
34,669
-285
-0.8% -$47.6K 0.45% 70
2020
Q3 		$5.3M Buy
+34,954
New +$5.08M 0.5% 50
2019
Q2 		– Sell
-114,408
Closed -$18.2M – 172
2019
Q1 		$18.2M Buy
+114,408
New +$18.2M 1.37% 38
2018
Q4 		– Sell
-71
Closed -$13K – 403
2018
Q3 		$13K Buy
+71
New +$12.4K ﹤0.01% 377
2018
Q2 		– Sell
-71
Closed -$10K – 401
2018
Q1 		$10K Buy
+71
New +$11.7K ﹤0.01% 363

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Polaris Wealth Advisory Group's SNA Position: Q2 2021 in Review

Polaris Wealth Advisory Group sold out of Snap-on (SNA) in Q2 2021, closing a stake of 36,930 shares — an estimated $8.7M sold.

Polaris Wealth Advisory Group first reported a position in SNA in Q1 2018 and held it in 6 quarters. The position peaked at $18.2M in Q1 2019. 687 funds tracked by Wall St. Rank hold SNA as of Q2 2021.

  • Polaris Wealth Advisory Group reported no remaining Snap-on position as of Q2 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 36,930 Snap-on shares in Q2 2021, an estimated $8.7M.
  • Polaris Wealth Advisory Group first reported a position in Snap-on in Q1 2018 and held it in 6 quarters.
  • Polaris Wealth Advisory Group's Snap-on position peaked at $18.2M in Q1 2019.
  • 687 funds tracked by Wall St. Rank held Snap-on as of Q2 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2021, filed 23 Jul 2021.