Valley Wealth Managers’s Snap-on SNA Stock Holding History

Valley Wealth Managers’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
2023 Q3	–	Sell	-100	Closed	-$28.8K	–	386
2023 Q2	$28.8K	Hold	100	–	–	﹤0.01%	234
2023 Q1	$24.7K	Hold	100	–	–	﹤0.01%	247
2022 Q4	$22.8K	Hold	100	–	–	﹤0.01%	263
2022 Q3	$20K	Hold	100	–	–	﹤0.01%	289
2022 Q2	$20K	Buy	+100	New	+$21.3K	﹤0.01%	296

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Valley Wealth Managers's SNA Position: Q3 2023 in Review

Valley Wealth Managers sold out of Snap-on (SNA) in Q3 2023, closing a stake of 100 shares — an estimated $28.8K sold.

Valley Wealth Managers first reported a position in SNA in Q2 2022 and held it in 5 quarters. The position peaked at $28.8K in Q2 2023. 811 funds tracked by Wall St. Rank hold SNA as of Q3 2023.

Valley Wealth Managers reported no remaining Snap-on position as of Q3 2023 after selling out during the quarter.
Valley Wealth Managers sold 100 Snap-on shares in Q3 2023, an estimated $28.8K.
Valley Wealth Managers first reported a position in Snap-on in Q2 2022 and held it in 5 quarters.
Valley Wealth Managers's Snap-on position peaked at $28.8K in Q2 2023.
811 funds tracked by Wall St. Rank held Snap-on as of Q3 2023.

Based on Valley Wealth Managers's 13F filing for Q3 2023, filed 9 Nov 2023.