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WealthPLAN Partners’s Snap-on SNA Stock Holding History

WealthPLAN Partners’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
-350
Closed -$101K – 1032
2023
Q2 		$101K Hold
350
– – 0.01% 399
2023
Q1 		$86.4K Buy
+350
New +$85.4K 0.01% 459
2016
Q3 		$51.1K Sell
340
-469
-58% -$72.5K 0.02% 330
2016
Q2 		$53.7K Buy
+809
New +$128K 0.01% 877
2015
Q4 		$99.9K Buy
+2,065
New +$344K 0.02% 419
2015
Q2 		$91K Sell
569
-437
-43% -$67.4K 0.04% 133
2015
Q1 		$150K Buy
+1,006
New +$141K 0.07% 135

Other funds holding SNA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's SNA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Snap-on (SNA) in Q3 2023, closing a stake of 350 shares — an estimated $101K sold.

WealthPLAN Partners first reported a position in SNA in Q1 2015 and held it in 7 quarters. The position peaked at $150K in Q1 2015. 811 funds tracked by Wall St. Rank hold SNA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Snap-on position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 350 Snap-on shares in Q3 2023, an estimated $101K.
  • WealthPLAN Partners first reported a position in Snap-on in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Snap-on position peaked at $150K in Q1 2015.
  • 811 funds tracked by Wall St. Rank held Snap-on as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.