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

Wipfli 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
Q3 		$123K Buy
+612
New +$132K 0.01% 636

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's SNA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Snap-on (SNA) in Q3 2022: 612 shares worth $123K. The stake represents 0.01% of the portfolio and ranks #636 among its holdings.

708 funds tracked by Wall St. Rank hold SNA as of Q3 2022.

  • Wipfli Financial Advisors held 612 shares of Snap-on worth $123K as of Q3 2022.
  • Snap-on was a new Wipfli Financial Advisors position in Q3 2022.
  • Snap-on made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #636 holding.
  • 708 funds tracked by Wall St. Rank held Snap-on as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.