Sutton Wealth Advisors’s Snowflake SNOW Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$1.07K	Sell	7 -5	-42%	-$814	﹤0.01%	790
2023 Q2	$2.11K	Buy	12 +5	+71%	+$813	﹤0.01%	691
2023 Q1	$1.08K	Sell	7 -62	-90%	-$9.09K	﹤0.01%	721
2022 Q4	$9.9K	Buy	69 +39	+130%	+$5.95K	﹤0.01%	948
2022 Q3	$5.1K	Buy	+30	New	+$4.97K	﹤0.01%	1066
2022 Q2	–	Sell	-179	Closed	-$41K	–	1712
2022 Q1	$41K	Buy	179 +170	+1,889%	+$43.9K	0.01%	470
2021 Q4	$3.05K	Buy	9 +5	+125%	+$1.74K	﹤0.01%	1142
2021 Q3	$1.21K	Buy	+4	New	+$1.14K	﹤0.01%	1229

Other funds holding SNOW

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

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sutton Wealth Advisors's SNOW Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Snowflake (SNOW) stake by 42% in Q3 2023, selling an estimated $814 and leaving 7 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Sutton Wealth Advisors first reported a position in SNOW in Q3 2021 and has held it in 8 quarters since. The position peaked at $41K in Q1 2022. 960 funds tracked by Wall St. Rank hold SNOW as of Q3 2023.

Sutton Wealth Advisors held 7 shares of Snowflake worth $1.07K as of Q3 2023.
Sutton Wealth Advisors sold 5 Snowflake shares in Q3 2023, an estimated $814.
Snowflake made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #790 holding.
Sutton Wealth Advisors first reported a position in Snowflake in Q3 2021 and has held it in 8 quarters since.
Sutton Wealth Advisors's Snowflake position peaked at $41K in Q1 2022.
960 funds tracked by Wall St. Rank held Snowflake as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.