SWS
SNA icon

SYSTM Wealth Solutions’s Snap-on SNA Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-6,784
Closed -$1.77M – 540
2024
Q2 		$1.77M Sell
6,784
-891
-12% -$245K 0.4% 81
2024
Q1 		$2.27M Buy
7,675
+1,482
+24% +$421K 0.29% 101
2023
Q4 		$1.79M Buy
6,193
+225
+4% +$60.7K 0.25% 116
2023
Q3 		$1.52M Buy
5,968
+1,430
+32% +$386K 0.23% 118
2023
Q2 		$1.31M Buy
4,538
+1,888
+71% +$489K 0.18% 161
2023
Q1 		$654K Sell
2,650
-1,641
-38% -$401K 0.1% 249
2022
Q4 		$980K Buy
+4,291
New +$970K 0.12% 214

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's SNA Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Snap-on (SNA) in Q3 2024, closing a stake of 6,784 shares — an estimated $1.77M sold.

SYSTM Wealth Solutions first reported a position in SNA in Q4 2022 and held it in 7 quarters. The position peaked at $2.27M in Q1 2024. 889 funds tracked by Wall St. Rank hold SNA as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Snap-on position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 6,784 Snap-on shares in Q3 2024, an estimated $1.77M.
  • SYSTM Wealth Solutions first reported a position in Snap-on in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Snap-on position peaked at $2.27M in Q1 2024.
  • 889 funds tracked by Wall St. Rank held Snap-on as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.