SkyOak Wealth’s Snap-on SNA Stock Holding History

SkyOak 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
2022 Q2	–	Sell	-1,100	Closed	-$226K	–	248
2022 Q1	$226K	Buy	+1,100	New	+$232K	0.06%	207
2020 Q1	–	Sell	-2,836	Closed	-$480K	–	282
2019 Q4	$480K	Buy	+2,836	New	+$463K	0.15%	162

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

SkyOak Wealth's SNA Position: Q2 2022 in Review

SkyOak Wealth sold out of Snap-on (SNA) in Q2 2022, closing a stake of 1,100 shares — an estimated $226K sold.

SkyOak Wealth first reported a position in SNA in Q4 2019 and held it in 2 quarters. The position peaked at $480K in Q4 2019. 710 funds tracked by Wall St. Rank hold SNA as of Q2 2022.

SkyOak Wealth reported no remaining Snap-on position as of Q2 2022 after selling out during the quarter.
SkyOak Wealth sold 1,100 Snap-on shares in Q2 2022, an estimated $226K.
SkyOak Wealth first reported a position in Snap-on in Q4 2019 and held it in 2 quarters.
SkyOak Wealth's Snap-on position peaked at $480K in Q4 2019.
710 funds tracked by Wall St. Rank held Snap-on as of Q2 2022.

Based on SkyOak Wealth's 13F filing for Q2 2022, filed 26 Jul 2022.