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Transform Wealth’s Snap-on SNA Stock Holding History

Transform Wealth’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
2022
Q3 		– Sell
-1,761
Closed -$347K – 205
2022
Q2 		$347K Sell
1,761
-93
-5% -$19.8K 0.05% 152
2022
Q1 		$381K Buy
1,854
+80
+5% +$16.9K 0.04% 178
2021
Q4 		$382K Sell
1,774
-206
-10% -$44K 0.04% 175
2021
Q3 		$414K Sell
1,980
-166
-8% -$36.8K 0.05% 175
2021
Q2 		$480K Buy
2,146
+10
+0.5% +$2.39K 0.06% 172
2021
Q1 		$493K Buy
2,136
+391
+22% +$77K 0.1% 156
2020
Q4 		$299K Sell
1,745
-2
-0.1% -$334 0.06% 178
2020
Q3 		$257K Sell
1,747
-23
-1% -$3.34K 0.04% 191
2020
Q2 		$245K Buy
+1,770
New +$225K 0.04% 199

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return