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Strategic Wealth Investment Group’s Snowflake SNOW Stock Holding History

Strategic Wealth Investment Group’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
2024
Q4 		– Sell
-5,904
Closed -$651K – 137
2024
Q3 		$651K Buy
5,904
+175
+3% +$21.5K 0.07% 89
2024
Q2 		$818K Buy
+5,729
New +$846K 0.1% 78

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Strategic Wealth Investment Group's SNOW Position: Q4 2024 in Review

Strategic Wealth Investment Group sold out of Snowflake (SNOW) in Q4 2024, closing a stake of 5,904 shares — an estimated $651K sold.

Strategic Wealth Investment Group first reported a position in SNOW in Q2 2024 and held it in 2 quarters. The position peaked at $818K in Q2 2024. 1,113 funds tracked by Wall St. Rank hold SNOW as of Q4 2024.

  • Strategic Wealth Investment Group reported no remaining Snowflake position as of Q4 2024 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 5,904 Snowflake shares in Q4 2024, an estimated $651K.
  • Strategic Wealth Investment Group first reported a position in Snowflake in Q2 2024 and held it in 2 quarters.
  • Strategic Wealth Investment Group's Snowflake position peaked at $818K in Q2 2024.
  • 1,113 funds tracked by Wall St. Rank held Snowflake as of Q4 2024.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2024, filed 22 Jan 2025.