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TFO Wealth Partners’s Snap-on SNA Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-2
Closed -$592 – 651
2024
Q1 		$592 Hold
2
– – ﹤0.01% 229
2023
Q4 		$578 Hold
2
– – ﹤0.01% 300
2023
Q3 		$576 Hold
2
– – ﹤0.01% 420
2023
Q2 		$576 Hold
2
– – ﹤0.01% 262
2023
Q1 		$494 Sell
2
-1
-33% -$244 ﹤0.01% 249
2022
Q4 		$475 Buy
+3
New +$678 ﹤0.01% 484

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

TFO Wealth Partners's SNA Position: Q2 2024 in Review

TFO Wealth Partners sold out of Snap-on (SNA) in Q2 2024, closing a stake of 2 shares — an estimated $592 sold.

TFO Wealth Partners first reported a position in SNA in Q4 2022 and held it in 6 quarters. The position peaked at $592 in Q1 2024. 869 funds tracked by Wall St. Rank hold SNA as of Q2 2024.

  • TFO Wealth Partners reported no remaining Snap-on position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Snap-on shares in Q2 2024, an estimated $592.
  • TFO Wealth Partners first reported a position in Snap-on in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Snap-on position peaked at $592 in Q1 2024.
  • 869 funds tracked by Wall St. Rank held Snap-on as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.