Regent Peak Wealth Advisors’s Snap-on SNA Stock Holding History

Regent Peak Wealth Advisors’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 Q1	–	Sell	-31	Closed	-$5K	–	848
2020 Q4	$5K	Buy	+31	New	+$5.18K	﹤0.01%	678

Other funds holding SNA

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Regent Peak Wealth Advisors's SNA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Snap-on (SNA) in Q1 2021, closing a stake of 31 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in SNA in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 656 funds tracked by Wall St. Rank hold SNA as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Snap-on position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 31 Snap-on shares in Q1 2021, an estimated $5K.
Regent Peak Wealth Advisors first reported a position in Snap-on in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Snap-on position peaked at $5K in Q4 2020.
656 funds tracked by Wall St. Rank held Snap-on as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.