Tiedemann Advisors’s Snowflake SNOW Stock Holding History

Tiedemann 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	$3.39M	Buy	22,218 +652	+3%	+$106K	0.15%	60
2023 Q2	$3.8M	Sell	21,566 -13	-0.1%	-$2.11K	0.16%	56
2023 Q1	$3.33M	Buy	21,579 +118	+0.5%	+$17.3K	0.15%	59
2022 Q4	$3.08M	Hold	21,461	–	–	0.15%	57
2022 Q3	$3.65M	Buy	21,461 +679	+3%	+$112K	0.22%	51
2022 Q2	$2.89M	Hold	20,782	–	–	0.22%	55
2022 Q1	$4.76M	Hold	20,782	–	–	0.24%	52
2021 Q4	$7.04M	Hold	20,782	–	–	0.34%	39
2021 Q3	$6.29M	Sell	20,782 -3,534	-15%	-$1.01M	0.33%	40
2021 Q2	$5.88M	Buy	24,316 +93	+0.4%	+$21.6K	0.24%	49
2021 Q1	$5.55M	Buy	+24,223	New	+$6.46M	0.24%	47

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

Tiedemann Advisors's SNOW Position: Q3 2023 in Review

Tiedemann Advisors increased its Snowflake (SNOW) stake by 3% in Q3 2023, buying an estimated $106K and bringing the position to 22,218 shares worth $3.39M. The position accounts for 0.15% of the portfolio, ranked #60.

Tiedemann Advisors first reported a position in SNOW in Q1 2021 and has held it in 11 quarters since. The position peaked at $7.04M in Q4 2021. 959 funds tracked by Wall St. Rank hold SNOW as of Q3 2023.

Tiedemann Advisors held 22,218 shares of Snowflake worth $3.39M as of Q3 2023.
Tiedemann Advisors bought 652 Snowflake shares in Q3 2023, an estimated $106K.
Snowflake made up 0.15% of Tiedemann Advisors's portfolio in Q3 2023, its #60 holding.
Tiedemann Advisors first reported a position in Snowflake in Q1 2021 and has held it in 11 quarters since.
Tiedemann Advisors's Snowflake position peaked at $7.04M in Q4 2021.
959 funds tracked by Wall St. Rank held Snowflake as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.