WWP
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WR Wealth Planners’s Snap SNAP Stock Holding History

WR Wealth Planners’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$711 Hold
66
– – ﹤0.01% 959
2024
Q3 		$706 Hold
66
– – ﹤0.01% 997
2024
Q2 		$1.1K Hold
66
– – ﹤0.01% 945
2024
Q1 		$758 Buy
+66
New +$885 ﹤0.01% 998
2023
Q4 		– Sell
-66
Closed -$588 – 751
2023
Q3 		$588 Hold
66
– – ﹤0.01% 853
2023
Q2 		$781 Hold
66
– – ﹤0.01% 837
2023
Q1 		$740 Hold
66
– – ﹤0.01% 848
2022
Q4 		$591 Hold
66
– – ﹤0.01% 442
2022
Q3 		$648 Hold
66
– – ﹤0.01% 435
2022
Q2 		$867 Hold
66
– – ﹤0.01% 463
2022
Q1 		$2.38K Buy
+66
New +$2.39K ﹤0.01% 418

Other funds holding SNAP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
O
Ossiam Paris, France $5.69B AUM 30.95% 1-Year Est. Return

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

WR Wealth Planners held its Snap (SNAP) position steady in Q4 2024 at 66 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #959.

WR Wealth Planners first reported a position in SNAP in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.38K in Q1 2022. 568 funds tracked by Wall St. Rank hold SNAP as of Q4 2024.

  • WR Wealth Planners held 66 shares of Snap worth $711 as of Q4 2024.
  • WR Wealth Planners left its Snap share count unchanged in Q4 2024.
  • Snap made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #959 holding.
  • WR Wealth Planners first reported a position in Snap in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Snap position peaked at $2.38K in Q1 2022.
  • 568 funds tracked by Wall St. Rank held Snap as of Q4 2024.

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