SOA Wealth Advisors’s Snap-on SNA Stock Holding History

SOA 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
2022 Q2	–	Sell	-2	Closed	–	–	1011
2022 Q1	$0	Hold	2	–	–	﹤0.01%	998
2021 Q4	$0	Hold	2	–	–	﹤0.01%	978
2021 Q3	$0	Hold	2	–	–	﹤0.01%	984
2021 Q2	$0	Sell	2 -1	-33%	-$239	﹤0.01%	960
2021 Q1	$0	Hold	3	–	–	﹤0.01%	917
2020 Q4	$0	Buy	+3	New	+$501	﹤0.01%	881

Other funds holding SNA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SOA Wealth Advisors's SNA Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Snap-on (SNA) in Q2 2022, closing a stake of 2 shares.

SOA Wealth Advisors first reported a position in SNA in Q4 2020 and held it in 6 quarters. The position peaked at $0 in Q1 2022. 710 funds tracked by Wall St. Rank hold SNA as of Q2 2022.

SOA Wealth Advisors reported no remaining Snap-on position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 2 Snap-on shares in Q2 2022.
SOA Wealth Advisors first reported a position in Snap-on in Q4 2020 and held it in 6 quarters.
SOA Wealth Advisors's Snap-on position peaked at $0 in Q1 2022.
710 funds tracked by Wall St. Rank held Snap-on as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.