Wingate Wealth Advisors’s Snowflake SNOW Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-10	Closed	-$1.54K	–	378
2024 Q4	$1.54K	Buy	+10	New	+$1.41K	﹤0.01%	439

Other funds holding SNOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wingate Wealth Advisors's SNOW Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Snowflake (SNOW) in Q1 2025, closing a stake of 10 shares — an estimated $1.54K sold.

Wingate Wealth Advisors first reported a position in SNOW in Q4 2024 and held it in 1 quarter. The position peaked at $1.54K in Q4 2024. 1,154 funds tracked by Wall St. Rank hold SNOW as of Q1 2025.

Wingate Wealth Advisors reported no remaining Snowflake position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 10 Snowflake shares in Q1 2025, an estimated $1.54K.
Wingate Wealth Advisors first reported a position in Snowflake in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Snowflake position peaked at $1.54K in Q4 2024.
1,154 funds tracked by Wall St. Rank held Snowflake as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.