TSWM
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Tyler-Stone Wealth Management’s Snap SNAP Stock Holding History

Tyler-Stone Wealth Management’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35
Closed -$581 – 843
2024
Q2 		$581 Hold
35
– – ﹤0.01% 928
2024
Q1 		$402 Hold
35
– – ﹤0.01% 925
2023
Q4 		$593 Hold
35
– – ﹤0.01% 894
2023
Q3 		$0 Hold
35
– – ﹤0.01% 947
2023
Q2 		$0 Buy
+35
New +$352 ﹤0.01% 912
2022
Q4 		$1K Sell
160
-250
-61% -$2.47K ﹤0.01% 837
2022
Q3 		$4K Sell
410
-50
-11% -$582 ﹤0.01% 684
2022
Q2 		$6K Buy
460
+50
+12% +$1.14K ﹤0.01% 644
2022
Q1 		$15K Buy
410
+102
+33% +$3.69K 0.01% 505
2021
Q4 		$14K Buy
+308
New +$17.3K 0.01% 544

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tyler-Stone Wealth Management's SNAP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Snap (SNAP) in Q3 2024, closing a stake of 35 shares — an estimated $581 sold.

Tyler-Stone Wealth Management first reported a position in SNAP in Q4 2021 and held it in 10 quarters. The position peaked at $15K in Q1 2022. 558 funds tracked by Wall St. Rank hold SNAP as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Snap position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 35 Snap shares in Q3 2024, an estimated $581.
  • Tyler-Stone Wealth Management first reported a position in Snap in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Snap position peaked at $15K in Q1 2022.
  • 558 funds tracked by Wall St. Rank held Snap as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.