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RTD Financial Advisors’s Snap-on SNA Stock Holding History

RTD Financial 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
2022
Q3 		– Sell
-2,730
Closed -$538K – 105
2022
Q2 		$538K Buy
2,730
+18
+0.7% +$3.83K 0.08% 75
2022
Q1 		$557K Buy
2,712
+19
+0.7% +$4.01K 0.08% 74
2021
Q4 		$580K Buy
+2,693
New +$575K 0.08% 76

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RTD Financial Advisors's SNA Position: Q3 2022 in Review

RTD Financial Advisors sold out of Snap-on (SNA) in Q3 2022, closing a stake of 2,730 shares — an estimated $538K sold.

RTD Financial Advisors first reported a position in SNA in Q4 2021 and held it in 3 quarters. The position peaked at $580K in Q4 2021. 707 funds tracked by Wall St. Rank hold SNA as of Q3 2022.

  • RTD Financial Advisors reported no remaining Snap-on position as of Q3 2022 after selling out during the quarter.
  • RTD Financial Advisors sold 2,730 Snap-on shares in Q3 2022, an estimated $538K.
  • RTD Financial Advisors first reported a position in Snap-on in Q4 2021 and held it in 3 quarters.
  • RTD Financial Advisors's Snap-on position peaked at $580K in Q4 2021.
  • 707 funds tracked by Wall St. Rank held Snap-on as of Q3 2022.

Based on RTD Financial Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.