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Strategic Financial Concepts’s Snap-on SNA Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-13,977
Closed -$49 – 660
2024
Q2 		$49 Buy
+13,977
New +$3.84M ﹤0.01% 766

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Strategic Financial Concepts's SNA Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Snap-on (SNA) in Q3 2024, closing a stake of 13,977 shares — an estimated $49 sold.

Strategic Financial Concepts first reported a position in SNA in Q2 2024 and held it in 1 quarter. The position peaked at $49 in Q2 2024. 890 funds tracked by Wall St. Rank hold SNA as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Snap-on position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 13,977 Snap-on shares in Q3 2024, an estimated $49.
  • Strategic Financial Concepts first reported a position in Snap-on in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Snap-on position peaked at $49 in Q2 2024.
  • 890 funds tracked by Wall St. Rank held Snap-on as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.