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SVA Wealth Management’s Snap-on SNA Stock Holding History

SVA Wealth Management’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
2019
Q2 		– Sell
-12,649
Closed -$1.98M – 217
2019
Q1 		$1.98M Sell
12,649
-183
-1% -$29.1K 0.19% 95
2018
Q4 		$1.86M Sell
12,832
-875
-6% -$138K 0.21% 92
2018
Q3 		$2.52M Sell
13,707
-600
-4% -$105K 0.26% 81
2018
Q2 		$2.3M Buy
+14,307
New +$2.16M 0.25% 85
2018
Q1 		– Sell
-18,108
Closed -$3.16M – 211
2017
Q4 		$3.16M Buy
+18,108
New +$2.93M 0.37% 73

Other funds holding SNA

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SVA Wealth Management's SNA Position: Q2 2019 in Review

SVA Wealth Management sold out of Snap-on (SNA) in Q2 2019, closing a stake of 12,649 shares — an estimated $1.98M sold.

SVA Wealth Management first reported a position in SNA in Q4 2017 and held it in 5 quarters. The position peaked at $3.16M in Q4 2017. 575 funds tracked by Wall St. Rank hold SNA as of Q2 2019.

  • SVA Wealth Management reported no remaining Snap-on position as of Q2 2019 after selling out during the quarter.
  • SVA Wealth Management sold 12,649 Snap-on shares in Q2 2019, an estimated $1.98M.
  • SVA Wealth Management first reported a position in Snap-on in Q4 2017 and held it in 5 quarters.
  • SVA Wealth Management's Snap-on position peaked at $3.16M in Q4 2017.
  • 575 funds tracked by Wall St. Rank held Snap-on as of Q2 2019.

Based on SVA Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.