SWM
SNAP icon

Selective Wealth Management’s Snap SNAP Stock Holding History

Selective Wealth Management’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-992
Closed -$10K – 630
2022
Q3 		$10K Sell
992
-250
-20% -$2.91K ﹤0.01% 525
2022
Q2 		$16K Buy
1,242
+392
+46% +$8.94K 0.01% 502
2022
Q1 		$31K Buy
850
+150
+21% +$5.42K 0.01% 387
2021
Q4 		$33K Buy
+700
New +$39.4K 0.01% 335

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Selective Wealth Management's SNAP Position: Q4 2022 in Review

Selective Wealth Management sold out of Snap (SNAP) in Q4 2022, closing a stake of 992 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in SNAP in Q4 2021 and held it in 4 quarters. The position peaked at $33K in Q4 2021. 580 funds tracked by Wall St. Rank hold SNAP as of Q4 2022.

  • Selective Wealth Management reported no remaining Snap position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 992 Snap shares in Q4 2022, an estimated $10K.
  • Selective Wealth Management first reported a position in Snap in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's Snap position peaked at $33K in Q4 2021.
  • 580 funds tracked by Wall St. Rank held Snap as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.