WCG Wealth Advisors’s Snowflake SNOW Stock Holding History

WCG 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
2022 Q4	–	Sell	-982	Closed	-$218K	–	257
2022 Q3	$218K	Buy	+982	New	+$163K	0.03%	265

Other funds holding SNOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCG Wealth Advisors's SNOW Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Snowflake (SNOW) in Q4 2022, closing a stake of 982 shares — an estimated $218K sold.

WCG Wealth Advisors first reported a position in SNOW in Q3 2022 and held it in 1 quarter. The position peaked at $218K in Q3 2022. 895 funds tracked by Wall St. Rank hold SNOW as of Q4 2022.

WCG Wealth Advisors reported no remaining Snowflake position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 982 Snowflake shares in Q4 2022, an estimated $218K.
WCG Wealth Advisors first reported a position in Snowflake in Q3 2022 and held it in 1 quarter.
WCG Wealth Advisors's Snowflake position peaked at $218K in Q3 2022.
895 funds tracked by Wall St. Rank held Snowflake as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.