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Ropes Wealth Advisors’s Snap-on SNA Stock Holding History

Ropes 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
2020
Q2 		– Sell
-19
Closed -$2K – 607
2020
Q1 		$2K Buy
+19
New +$2.81K ﹤0.01% 504
2018
Q3 		– Sell
-14
Closed -$2K – 586
2018
Q2 		$2K Hold
14
– – ﹤0.01% 544
2018
Q1 		$2K Sell
14
-39
-74% -$6.41K ﹤0.01% 547
2017
Q4 		$9K Buy
53
+14
+36% +$2.26K ﹤0.01% 548
2017
Q3 		$6K Buy
+39
New +$5.86K ﹤0.01% 574
2016
Q3 		– Sell
-28
Closed -$4K – 496
2016
Q2 		$4K Buy
+28
New +$4.45K ﹤0.01% 419

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Ropes Wealth Advisors's SNA Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of Snap-on (SNA) in Q2 2020, closing a stake of 19 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in SNA in Q2 2016 and held it in 6 quarters. The position peaked at $9K in Q4 2017. 540 funds tracked by Wall St. Rank hold SNA as of Q2 2020.

  • Ropes Wealth Advisors reported no remaining Snap-on position as of Q2 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 19 Snap-on shares in Q2 2020, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Snap-on in Q2 2016 and held it in 6 quarters.
  • Ropes Wealth Advisors's Snap-on position peaked at $9K in Q4 2017.
  • 540 funds tracked by Wall St. Rank held Snap-on as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.