SWA
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SOA Wealth Advisors’s Snap SNAP Stock Holding History

SOA Wealth Advisors’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
2024
Q4 		– Sell
-729
Closed -$7.8K – 902
2024
Q3 		$7.8K Hold
729
– – ﹤0.01% 565
2024
Q2 		$12.1K Hold
729
– – ﹤0.01% 513
2024
Q1 		$8.37K Hold
729
– – ﹤0.01% 560
2023
Q4 		$12.3K Hold
729
– – ﹤0.01% 494
2023
Q3 		$6.5K Hold
729
– – ﹤0.01% 576
2023
Q2 		$8.63K Hold
729
– – ﹤0.01% 550
2023
Q1 		$8.17K Hold
729
– – ﹤0.01% 556
2022
Q4 		$6.53K Sell
729
-50
-6% -$493 ﹤0.01% 579
2022
Q3 		$7K Buy
+779
New +$9.06K ﹤0.01% 563

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
O
Ossiam Paris, France $5.69B AUM 30.95% 1-Year Est. Return

SOA Wealth Advisors's SNAP Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Snap (SNAP) in Q4 2024, closing a stake of 729 shares — an estimated $7.8K sold.

SOA Wealth Advisors first reported a position in SNAP in Q3 2022 and held it in 9 quarters. The position peaked at $12.3K in Q4 2023. 568 funds tracked by Wall St. Rank hold SNAP as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Snap position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 729 Snap shares in Q4 2024, an estimated $7.8K.
  • SOA Wealth Advisors first reported a position in Snap in Q3 2022 and held it in 9 quarters.
  • SOA Wealth Advisors's Snap position peaked at $12.3K in Q4 2023.
  • 568 funds tracked by Wall St. Rank held Snap as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.