WR Wealth Planners’s Snap-on SNA Stock Holding History

WR Wealth Planners’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
2024 Q4	$5.43K	Sell	16 -1	-6%	-$338	﹤0.01%	684
2024 Q3	$4.92K	Buy	17 +7	+70%	+$1.93K	﹤0.01%	747
2024 Q2	$2.61K	Buy	10 +2	+25%	+$549	﹤0.01%	831
2024 Q1	$2.37K	Buy	+8	New	+$2.27K	﹤0.01%	845
2023 Q4	–	Sell	-22	Closed	-$5.61K	–	750
2023 Q3	$5.61K	Buy	22 +9	+69%	+$2.43K	﹤0.01%	668
2023 Q2	$3.75K	Sell	13 -19	-59%	-$4.92K	﹤0.01%	719
2023 Q1	$7.9K	Buy	+32	New	+$7.81K	﹤0.01%	605

Other funds holding SNA

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

WR Wealth Planners's SNA Position: Q4 2024 in Review

WR Wealth Planners reduced its Snap-on (SNA) stake by 5.9% in Q4 2024, selling an estimated $338 and leaving 16 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

WR Wealth Planners first reported a position in SNA in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.9K in Q1 2023. 948 funds tracked by Wall St. Rank hold SNA as of Q4 2024.

WR Wealth Planners held 16 shares of Snap-on worth $5.43K as of Q4 2024.
WR Wealth Planners sold 1 Snap-on share in Q4 2024, an estimated $338.
Snap-on made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #684 holding.
WR Wealth Planners first reported a position in Snap-on in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Snap-on position peaked at $7.9K in Q1 2023.
948 funds tracked by Wall St. Rank held Snap-on as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.