San Luis Wealth Advisors’s Snap-on SNA Stock Holding History

San Luis 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
2023 Q2	–	Sell	-3,466	Closed	-$856K	–	184
2023 Q1	$856K	Buy	+3,466	New	+$846K	0.33%	81

Other funds holding SNA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

San Luis Wealth Advisors's SNA Position: Q2 2023 in Review

San Luis Wealth Advisors sold out of Snap-on (SNA) in Q2 2023, closing a stake of 3,466 shares — an estimated $856K sold.

San Luis Wealth Advisors first reported a position in SNA in Q1 2023 and held it in 1 quarter. The position peaked at $856K in Q1 2023. 816 funds tracked by Wall St. Rank hold SNA as of Q2 2023.

San Luis Wealth Advisors reported no remaining Snap-on position as of Q2 2023 after selling out during the quarter.
San Luis Wealth Advisors sold 3,466 Snap-on shares in Q2 2023, an estimated $856K.
San Luis Wealth Advisors first reported a position in Snap-on in Q1 2023 and held it in 1 quarter.
San Luis Wealth Advisors's Snap-on position peaked at $856K in Q1 2023.
816 funds tracked by Wall St. Rank held Snap-on as of Q2 2023.

Based on San Luis Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.