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Visionary Wealth Advisors’s Snowflake SNOW Stock Holding History

Visionary Wealth Advisors’s Portfolio SNOW Stock Details SNOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,540
Closed -$271K – 475
2023
Q2 		$271K Buy
1,540
+70
+5% +$11.4K 0.02% 381
2023
Q1 		$227K Buy
+1,470
New +$216K 0.02% 405
2022
Q4 		– Sell
-1,374
Closed -$234K – 442
2022
Q3 		$234K Buy
+1,374
New +$227K 0.02% 341

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Visionary Wealth Advisors's SNOW Position: Q3 2023 in Review

Visionary Wealth Advisors sold out of Snowflake (SNOW) in Q3 2023, closing a stake of 1,540 shares — an estimated $271K sold.

Visionary Wealth Advisors first reported a position in SNOW in Q3 2022 and held it in 3 quarters. The position peaked at $271K in Q2 2023. 960 funds tracked by Wall St. Rank hold SNOW as of Q3 2023.

  • Visionary Wealth Advisors reported no remaining Snowflake position as of Q3 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 1,540 Snowflake shares in Q3 2023, an estimated $271K.
  • Visionary Wealth Advisors first reported a position in Snowflake in Q3 2022 and held it in 3 quarters.
  • Visionary Wealth Advisors's Snowflake position peaked at $271K in Q2 2023.
  • 960 funds tracked by Wall St. Rank held Snowflake as of Q3 2023.

Based on Visionary Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.