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TrinityPoint Wealth’s Snap-on SNA Stock Holding History

TrinityPoint 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
2024
Q4 		$1.41M Buy
4,164
+33
+0.8% +$11.1K 0.2% 118
2024
Q3 		$1.2M Buy
4,131
+145
+4% +$40K 0.17% 141
2024
Q2 		$1.04M Buy
3,986
+136
+4% +$37.3K 0.16% 141
2024
Q1 		$1.14M Buy
3,850
+116
+3% +$32.9K 0.19% 123
2023
Q4 		$1.08M Buy
3,734
+276
+8% +$74.5K 0.2% 122
2023
Q3 		$882K Buy
3,458
+36
+1% +$9.73K 0.18% 126
2023
Q2 		$986K Buy
3,422
+633
+23% +$164K 0.19% 118
2023
Q1 		$689K Buy
2,789
+96
+4% +$23.4K 0.15% 140
2022
Q4 		$615K Buy
2,693
+273
+11% +$61.7K 0.14% 147
2022
Q3 		$487K Buy
2,420
+88
+4% +$19K 0.11% 160
2022
Q2 		$460K Buy
2,332
+29
+1% +$6.18K 0.1% 166
2022
Q1 		$473K Buy
2,303
+44
+2% +$9.28K 0.09% 191
2021
Q4 		$487K Buy
2,259
+29
+1% +$6.19K 0.09% 189
2021
Q3 		$466K Buy
2,230
+39
+2% +$8.65K 0.09% 191
2021
Q2 		$490K Buy
2,191
+164
+8% +$39.3K 0.1% 174
2021
Q1 		$468K Sell
2,027
-19
-0.9% -$3.74K 0.11% 166
2020
Q4 		$368K Buy
2,046
+37
+2% +$6.18K 0.09% 176
2020
Q3 		$296K Buy
2,009
+43
+2% +$6.24K 0.08% 179
2020
Q2 		$272K Buy
1,966
+16
+0.8% +$2.03K 0.09% 173
2020
Q1 		$212K Buy
+1,950
New +$288K 0.08% 181
2019
Q4 		– Sell
-1,570
Closed -$265K – 215
2019
Q3 		$265K Buy
1,570
+160
+11% +$24.6K 0.09% 178
2019
Q2 		$218K Buy
1,410
+11
+0.8% +$1.79K 0.1% 160
2019
Q1 		$219K Buy
+1,399
New +$222K 0.11% 167

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's SNA Position: Q4 2024 in Review

TrinityPoint Wealth increased its Snap-on (SNA) stake by 0.8% in Q4 2024, buying an estimated $11.1K and bringing the position to 4,164 shares worth $1.41M. The position accounts for 0.2% of the portfolio, ranked #118.

TrinityPoint Wealth first reported a position in SNA in Q1 2019 and has held it in 23 quarters since. 947 funds tracked by Wall St. Rank hold SNA as of Q4 2024.

  • TrinityPoint Wealth held 4,164 shares of Snap-on worth $1.41M as of Q4 2024.
  • TrinityPoint Wealth bought 33 Snap-on shares in Q4 2024, an estimated $11.1K.
  • Snap-on made up 0.2% of TrinityPoint Wealth's portfolio in Q4 2024, its #118 holding.
  • TrinityPoint Wealth first reported a position in Snap-on in Q1 2019 and has held it in 23 quarters since.
  • 947 funds tracked by Wall St. Rank held Snap-on as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.