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Stonebridge Financial Planning Group’s Snap-on SNA Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-262
Closed -$54K – 326
2021
Q4 		$54K Sell
262
-13
-5% -$2.78K 0.03% 212
2021
Q3 		$58K Hold
275
– – 0.03% 203
2021
Q2 		$62K Hold
275
– – 0.03% 192
2021
Q1 		$65K Sell
275
-50
-15% -$9.85K 0.04% 187
2020
Q4 		$56K Sell
325
-100
-24% -$16.7K 0.04% 187
2020
Q3 		$68K Hold
425
– – 0.05% 156
2020
Q2 		$58K Sell
425
-25
-6% -$3.18K 0.05% 165
2020
Q1 		$52K Hold
450
– – 0.05% 165
2019
Q4 		$76K Buy
+450
New +$73.4K 0.07% 145

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stonebridge Financial Planning Group's SNA Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Snap-on (SNA) in Q1 2022, closing a stake of 262 shares — an estimated $54K sold.

Stonebridge Financial Planning Group first reported a position in SNA in Q4 2019 and held it in 9 quarters. The position peaked at $76K in Q4 2019. 710 funds tracked by Wall St. Rank hold SNA as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Snap-on position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 262 Snap-on shares in Q1 2022, an estimated $54K.
  • Stonebridge Financial Planning Group first reported a position in Snap-on in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Snap-on position peaked at $76K in Q4 2019.
  • 710 funds tracked by Wall St. Rank held Snap-on as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.