SWM
SNOW icon

Sugarloaf Wealth Management’s Snowflake SNOW Stock Holding History

Sugarloaf Wealth Management’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 		$3.09K Hold
20
– – ﹤0.01% 606
2024
Q3 		$2.3K Hold
20
– – ﹤0.01% 613
2024
Q2 		$2.7K Hold
20
– – ﹤0.01% 571
2024
Q1 		$3.23K Buy
20
+10
+100% +$1.94K ﹤0.01% 566
2023
Q4 		$1.99K Hold
10
– – ﹤0.01% 601
2023
Q3 		$1.53K Hold
10
– – ﹤0.01% 614
2023
Q2 		$1.76K Hold
10
– – ﹤0.01% 625
2023
Q1 		$1.54K Hold
10
– – ﹤0.01% 631
2022
Q4 		$1.44K Hold
10
– – ﹤0.01% 692
2022
Q3 		$2K Hold
10
– – ﹤0.01% 724
2022
Q2 		$1K Buy
+10
New +$1.58K ﹤0.01% 760

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

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

Sugarloaf Wealth Management held its Snowflake (SNOW) position steady in Q4 2024 at 20 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Sugarloaf Wealth Management first reported a position in SNOW in Q2 2022 and has held it in 11 quarters since. The position peaked at $3.23K in Q1 2024. 1,113 funds tracked by Wall St. Rank hold SNOW as of Q4 2024.

  • Sugarloaf Wealth Management held 20 shares of Snowflake worth $3.09K as of Q4 2024.
  • Sugarloaf Wealth Management left its Snowflake share count unchanged in Q4 2024.
  • Snowflake made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #606 holding.
  • Sugarloaf Wealth Management first reported a position in Snowflake in Q2 2022 and has held it in 11 quarters since.
  • Sugarloaf Wealth Management's Snowflake position peaked at $3.23K in Q1 2024.
  • 1,113 funds tracked by Wall St. Rank held Snowflake as of Q4 2024.

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