Simplicity Wealth’s Snap-on SNA Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-806	Closed	-$211K	–	1091
2024 Q2	$211K	Sell	806 -25	-3%	-$6.86K	﹤0.01%	1089
2024 Q1	$246K	Buy	+831	New	+$236K	0.01%	991

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

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

Simplicity Wealth's SNA Position: Q3 2024 in Review

Simplicity Wealth sold out of Snap-on (SNA) in Q3 2024, closing a stake of 806 shares — an estimated $211K sold.

Simplicity Wealth first reported a position in SNA in Q1 2024 and held it in 2 quarters. The position peaked at $246K in Q1 2024. 890 funds tracked by Wall St. Rank hold SNA as of Q3 2024.

Simplicity Wealth reported no remaining Snap-on position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 806 Snap-on shares in Q3 2024, an estimated $211K.
Simplicity Wealth first reported a position in Snap-on in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Snap-on position peaked at $246K in Q1 2024.
890 funds tracked by Wall St. Rank held Snap-on as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.