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Stiles Financial Services’s Snowflake SNOW Stock Holding History

Stiles Financial Services’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,717
Closed -$302K – 194
2023
Q2 		$302K Hold
1,717
– – 0.15% 143
2023
Q1 		$265K Sell
1,717
-280
-14% -$41.1K 0.14% 152
2022
Q4 		$287K Sell
1,997
-210
-10% -$32K 0.16% 138
2022
Q3 		$375K Sell
2,207
-80
-3% -$13.2K 0.23% 107
2022
Q2 		$318K Hold
2,287
– – 0.19% 124
2022
Q1 		$524K Buy
2,287
+17
+0.7% +$4.39K 0.26% 100
2021
Q4 		$769K Buy
+2,270
New +$791K 0.37% 78

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Stiles Financial Services's SNOW Position: Q3 2023 in Review

Stiles Financial Services sold out of Snowflake (SNOW) in Q3 2023, closing a stake of 1,717 shares — an estimated $302K sold.

Stiles Financial Services first reported a position in SNOW in Q4 2021 and held it in 7 quarters. The position peaked at $769K in Q4 2021. 960 funds tracked by Wall St. Rank hold SNOW as of Q3 2023.

  • Stiles Financial Services reported no remaining Snowflake position as of Q3 2023 after selling out during the quarter.
  • Stiles Financial Services sold 1,717 Snowflake shares in Q3 2023, an estimated $302K.
  • Stiles Financial Services first reported a position in Snowflake in Q4 2021 and held it in 7 quarters.
  • Stiles Financial Services's Snowflake position peaked at $769K in Q4 2021.
  • 960 funds tracked by Wall St. Rank held Snowflake as of Q3 2023.

Based on Stiles Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.