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WMG Financial Advisors’s Snowflake SNOW Stock Holding History

WMG Financial 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
2024
Q2 		– Sell
-1,785
Closed -$288K – 170
2024
Q1 		$288K Sell
1,785
-1,343
-43% -$260K 0.17% 98
2023
Q4 		$622K Sell
3,128
-850
-21% -$144K 0.41% 50
2023
Q3 		$608K Buy
3,978
+366
+10% +$59.6K 0.52% 43
2023
Q2 		$636K Sell
3,612
-300
-8% -$48.8K 0.47% 50
2023
Q1 		$604K Buy
3,912
+1,200
+44% +$176K 0.5% 49
2022
Q4 		$389K Sell
2,712
-500
-16% -$76.3K 0.33% 70
2022
Q3 		$544K Buy
3,212
+9
+0.3% +$1.49K 0.49% 56
2022
Q2 		$445K Hold
3,203
– – 0.39% 63
2022
Q1 		$734K Hold
3,203
– – 0.54% 44
2021
Q4 		$1.08M Buy
+3,203
New +$1.12M 0.85% 30

Other funds holding SNOW

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return