Sugarloaf Wealth Management’s Snap SNAP Stock Holding History

Sugarloaf Wealth Management’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	$5.38K	Hold	500	–	–	﹤0.01%	564
2024 Q3	$5.35K	Sell	500 -25	-5%	-$285	﹤0.01%	559
2024 Q2	$8.72K	Hold	525	–	–	﹤0.01%	493
2024 Q1	$6.03K	Hold	525	–	–	﹤0.01%	522
2023 Q4	$8.89K	Hold	525	–	–	﹤0.01%	500
2023 Q3	$4.68K	Hold	525	–	–	﹤0.01%	542
2023 Q2	$6.22K	Sell	525 -4	-0.8%	-$40	﹤0.01%	530
2023 Q1	$5.93K	Hold	529	–	–	﹤0.01%	536
2022 Q4	$4.74K	Hold	529	–	–	﹤0.01%	586
2022 Q3	$6K	Hold	529	–	–	﹤0.01%	599
2022 Q2	$7K	Hold	529	–	–	﹤0.01%	571
2022 Q1	$19K	Hold	529	–	–	﹤0.01%	414
2021 Q4	$25K	Hold	529	–	–	0.01%	396
2021 Q3	$39K	Hold	529	–	–	0.01%	316
2021 Q2	$36K	Hold	529	–	–	0.01%	325
2021 Q1	$28	Hold	529	–	–	0.01%	354
2020 Q4	$26K	Buy	529 +4	+0.8%	+$166	0.01%	343
2020 Q3	$14K	Sell	525 -499	-49%	-$11.6K	0.01%	417
2020 Q2	$24K	Hold	1,024	–	–	0.01%	327
2020 Q1	$12K	Buy	1,024 +299	+41%	+$4.59K	0.01%	412
2019 Q4	$12K	Buy	+725	New	+$10.7K	0.01%	449

Other funds holding SNAP

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ossiam Paris, France $5.69B AUM 30.95% 1-Year Est. Return

Sugarloaf Wealth Management's SNAP Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Snap (SNAP) position steady in Q4 2024 at 500 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Sugarloaf Wealth Management first reported a position in SNAP in Q4 2019 and has held it in 21 quarters since. The position peaked at $39K in Q3 2021. 568 funds tracked by Wall St. Rank hold SNAP as of Q4 2024.

Sugarloaf Wealth Management held 500 shares of Snap worth $5.38K as of Q4 2024.
Sugarloaf Wealth Management left its Snap share count unchanged in Q4 2024.
Snap made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #564 holding.
Sugarloaf Wealth Management first reported a position in Snap in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Snap position peaked at $39K in Q3 2021.
568 funds tracked by Wall St. Rank held Snap as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.