Waterfront Wealth’s Snap-on SNA Stock Holding History

Waterfront 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
2022 Q3	–	Sell	-1,882	Closed	-$371K	–	247
2022 Q2	$371K	Buy	1,882 +628	+50%	+$134K	0.15%	169
2022 Q1	$263K	Buy	+1,254	New	+$265K	0.09%	208

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 $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Waterfront Wealth's SNA Position: Q3 2022 in Review

Waterfront Wealth sold out of Snap-on (SNA) in Q3 2022, closing a stake of 1,882 shares — an estimated $371K sold.

Waterfront Wealth first reported a position in SNA in Q1 2022 and held it in 2 quarters. The position peaked at $371K in Q2 2022. 707 funds tracked by Wall St. Rank hold SNA as of Q3 2022.

Waterfront Wealth reported no remaining Snap-on position as of Q3 2022 after selling out during the quarter.
Waterfront Wealth sold 1,882 Snap-on shares in Q3 2022, an estimated $371K.
Waterfront Wealth first reported a position in Snap-on in Q1 2022 and held it in 2 quarters.
Waterfront Wealth's Snap-on position peaked at $371K in Q2 2022.
707 funds tracked by Wall St. Rank held Snap-on as of Q3 2022.

Based on Waterfront Wealth's 13F filing for Q3 2022, filed 2 Nov 2022.