Prestige Wealth Management Group’s Snap SNAP Stock Holding History

Prestige Wealth Management Group’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
2024 Q4	–	Sell	-328	Closed	-$3.51K	–	1066
2024 Q3	$3.51K	Buy	328 +119	+57%	+$1.36K	﹤0.01%	669
2024 Q2	$3.47K	Hold	209	–	–	﹤0.01%	620
2024 Q1	$2.4K	Sell	209 -25	-11%	-$335	﹤0.01%	711
2023 Q4	$3.96K	Hold	234	–	–	﹤0.01%	632
2023 Q3	$2.08K	Buy	234 +65	+38%	+$679	﹤0.01%	726
2023 Q2	$2K	Buy	169 +92	+119%	+$924	﹤0.01%	757
2023 Q1	$864	Sell	77 -153	-67%	-$1.61K	﹤0.01%	910
2022 Q4	$2.06K	Sell	230 -147	-39%	-$1.45K	﹤0.01%	829
2022 Q3	$4K	Buy	377 +20	+6%	+$233	﹤0.01%	616
2022 Q2	$5K	Sell	357 -46	-11%	-$1.05K	﹤0.01%	608
2022 Q1	$14K	Sell	403 -3,333	-89%	-$121K	﹤0.01%	406
2021 Q4	$176K	Buy	3,736 +3,485	+1,388%	+$196K	0.04%	150
2021 Q3	$18K	Buy	251 +180	+254%	+$13K	﹤0.01%	391
2021 Q2	$5K	Buy	71 +21	+42%	+$1.26K	﹤0.01%	643
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	738
2020 Q4	$3K	Sell	50 -49	-49%	-$2.04K	﹤0.01%	708
2020 Q3	$3K	Buy	+99	New	+$2.3K	﹤0.01%	639

Other funds holding SNAP

Fidelity Investments

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ossiam Paris, France $5.69B AUM 30.95% 1-Year Est. Return