West Financial Advisors’s Snap-on SNA Stock Holding History

West Financial Advisors’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
2022 Q1	–	Sell	-169	Closed	-$36K	–	193
2021 Q4	$36K	Hold	169	–	–	0.01%	118
2021 Q3	$35K	Buy	+169	New	+$37.5K	0.01%	110

Other funds holding SNA

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

West Financial Advisors's SNA Position: Q1 2022 in Review

West Financial Advisors sold out of Snap-on (SNA) in Q1 2022, closing a stake of 169 shares — an estimated $36K sold.

West Financial Advisors first reported a position in SNA in Q3 2021 and held it in 2 quarters. The position peaked at $36K in Q4 2021. 710 funds tracked by Wall St. Rank hold SNA as of Q1 2022.

West Financial Advisors reported no remaining Snap-on position as of Q1 2022 after selling out during the quarter.
West Financial Advisors sold 169 Snap-on shares in Q1 2022, an estimated $36K.
West Financial Advisors first reported a position in Snap-on in Q3 2021 and held it in 2 quarters.
West Financial Advisors's Snap-on position peaked at $36K in Q4 2021.
710 funds tracked by Wall St. Rank held Snap-on as of Q1 2022.

Based on West Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.