WealthPLAN Partners’s Snowflake SNOW Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-40	Closed	-$7.04K	–	1034
2023 Q2	$7.04K	Sell	40 -75	-65%	-$12.2K	﹤0.01%	853
2023 Q1	$17.7K	Buy	+115	New	+$16.9K	﹤0.01%	753

Other funds holding SNOW

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's SNOW Position: Q3 2023 in Review

WealthPLAN Partners sold out of Snowflake (SNOW) in Q3 2023, closing a stake of 40 shares — an estimated $7.04K sold.

WealthPLAN Partners first reported a position in SNOW in Q1 2023 and held it in 2 quarters. The position peaked at $17.7K in Q1 2023. 960 funds tracked by Wall St. Rank hold SNOW as of Q3 2023.

WealthPLAN Partners reported no remaining Snowflake position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 40 Snowflake shares in Q3 2023, an estimated $7.04K.
WealthPLAN Partners first reported a position in Snowflake in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Snowflake position peaked at $17.7K in Q1 2023.
960 funds tracked by Wall St. Rank held Snowflake as of Q3 2023.

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