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Wealth Management Partners’s Snowflake SNOW Stock Holding History

Wealth Management Partners’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
2024
Q3 		– Sell
-6,544
Closed -$884K – 119
2024
Q2 		$884K Sell
6,544
-2,090
-24% -$309K 0.43% 48
2024
Q1 		$1.4M Buy
8,634
+1,248
+17% +$242K 0.71% 30
2023
Q4 		$1.47M Buy
7,386
+184
+3% +$31.1K 0.82% 29
2023
Q3 		$1.1M Buy
7,202
+1,446
+25% +$235K 0.69% 31
2023
Q2 		$1.01M Buy
5,756
+979
+20% +$159K 0.64% 33
2023
Q1 		$737K Buy
4,777
+777
+19% +$114K 0.52% 45
2022
Q4 		$543K Hold
4,000
– – 0.45% 51
2022
Q3 		$622K Buy
4,000
+1,000
+33% +$166K 0.55% 46
2022
Q2 		$431K Hold
3,000
– – 0.38% 56
2022
Q1 		$613K Buy
3,000
+1,000
+50% +$258K 0.44% 52
2021
Q4 		$748K Buy
2,000
+258
+15% +$89.9K 0.51% 47
2021
Q3 		$527K Buy
1,742
+402
+30% +$114K 0.39% 56
2021
Q2 		$324K Sell
1,340
-94
-7% -$21.9K 0.23% 89
2021
Q1 		$336K Buy
1,434
+478
+50% +$128K 0.25% 82
2020
Q4 		$269K Buy
+956
New +$272K 0.21% 97

Other funds holding SNOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wealth Management Partners's SNOW Position: Q3 2024 in Review

Wealth Management Partners sold out of Snowflake (SNOW) in Q3 2024, closing a stake of 6,544 shares — an estimated $884K sold.

Wealth Management Partners first reported a position in SNOW in Q4 2020 and held it in 15 quarters. The position peaked at $1.47M in Q4 2023. 981 funds tracked by Wall St. Rank hold SNOW as of Q3 2024.

  • Wealth Management Partners reported no remaining Snowflake position as of Q3 2024 after selling out during the quarter.
  • Wealth Management Partners sold 6,544 Snowflake shares in Q3 2024, an estimated $884K.
  • Wealth Management Partners first reported a position in Snowflake in Q4 2020 and held it in 15 quarters.
  • Wealth Management Partners's Snowflake position peaked at $1.47M in Q4 2023.
  • 981 funds tracked by Wall St. Rank held Snowflake as of Q3 2024.

Based on Wealth Management Partners's 13F filing for Q3 2024, filed 21 Oct 2024.