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Wealthspire Advisors (Maryland)’s Snap-on SNA Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$202K Buy
+1,371
New +$199K 0.01% 454
2019
Q2 		– Sell
-343
Closed -$54K – 1768
2019
Q1 		$54K Sell
343
-18
-5% -$2.86K ﹤0.01% 868
2018
Q4 		$52K Sell
361
-271
-43% -$42.9K ﹤0.01% 843
2018
Q3 		$116K Buy
632
+9
+1% +$1.57K 0.01% 625
2018
Q2 		$100K Sell
623
-1,051
-63% -$159K 0.01% 709
2018
Q1 		$247K Sell
1,674
-642
-28% -$106K 0.02% 409
2017
Q4 		$404K Sell
2,316
-125
-5% -$20.2K 0.04% 303
2017
Q3 		$364K Sell
2,441
-155
-6% -$23.3K 0.04% 316
2017
Q2 		$410K Sell
2,596
-49
-2% -$8.02K 0.05% 268
2017
Q1 		$446K Sell
2,645
-30
-1% -$5.16K 0.06% 206
2016
Q4 		$458K Sell
2,675
-181
-6% -$29.4K 0.07% 187
2016
Q3 		$434K Buy
2,856
+9
+0.3% +$1.39K 0.07% 194
2016
Q2 		$449K Buy
2,847
+129
+5% +$20.5K 0.07% 180
2016
Q1 		$427K Buy
2,718
+1,334
+96% +$204K 0.08% 181
2015
Q4 		$237K Buy
+1,384
New +$230K 0.04% 320

Other funds holding SNA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SNA Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Snap-on (SNA) in Q3 2020: 1,371 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in SNA as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in SNA in Q4 2015 and has held it in 15 quarters since. The position peaked at $458K in Q4 2016. 568 funds tracked by Wall St. Rank hold SNA as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 1,371 shares of Snap-on worth $202K as of Q3 2020.
  • Snap-on was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Snap-on made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #454 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Snap-on in Q4 2015 and has held it in 15 quarters since.
  • Wealthspire Advisors (Maryland)'s Snap-on position peaked at $458K in Q4 2016.
  • 568 funds tracked by Wall St. Rank held Snap-on as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.