RWB
SNOW icon

RMR Wealth Builders’s Snowflake SNOW Stock Holding History

RMR Wealth Builders’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
2025
Q1 		– Sell
-1,402
Closed -$216K – 270
2024
Q4 		$216K Buy
+1,402
New +$197K 0.02% 247
2021
Q2 		– Sell
-212
Closed -$49K – 624
2021
Q1 		$49K Buy
212
+122
+136% +$32.6K 0.01% 370
2020
Q4 		$25K Buy
+90
New +$25.6K 0.01% 330

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RMR Wealth Builders's SNOW Position: Q1 2025 in Review

RMR Wealth Builders sold out of Snowflake (SNOW) in Q1 2025, closing a stake of 1,402 shares — an estimated $216K sold.

RMR Wealth Builders first reported a position in SNOW in Q4 2020 and held it in 3 quarters. The position peaked at $216K in Q4 2024. 1,154 funds tracked by Wall St. Rank hold SNOW as of Q1 2025.

  • RMR Wealth Builders reported no remaining Snowflake position as of Q1 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 1,402 Snowflake shares in Q1 2025, an estimated $216K.
  • RMR Wealth Builders first reported a position in Snowflake in Q4 2020 and held it in 3 quarters.
  • RMR Wealth Builders's Snowflake position peaked at $216K in Q4 2024.
  • 1,154 funds tracked by Wall St. Rank held Snowflake as of Q1 2025.

Based on RMR Wealth Builders's 13F filing for Q1 2025, filed 16 Apr 2025.