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

Triad 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 Q3	–	Sell	-11	Closed	-$2.88K	–	768
2024 Q2	$2.88K	Buy	+11	New	+$3.02K	﹤0.01%	691

Other funds holding SNA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Triad Wealth Partners's SNA Position: Q3 2024 in Review

Triad Wealth Partners sold out of Snap-on (SNA) in Q3 2024, closing a stake of 11 shares — an estimated $2.88K sold.

Triad Wealth Partners first reported a position in SNA in Q2 2024 and held it in 1 quarter. The position peaked at $2.88K in Q2 2024. 890 funds tracked by Wall St. Rank hold SNA as of Q3 2024.

Triad Wealth Partners reported no remaining Snap-on position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 11 Snap-on shares in Q3 2024, an estimated $2.88K.
Triad Wealth Partners first reported a position in Snap-on in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Snap-on position peaked at $2.88K in Q2 2024.
890 funds tracked by Wall St. Rank held Snap-on as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.