WR Wealth Planners’s Snowflake SNOW Stock Holding History

WR Wealth Planners’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 Q4	$4.48K	Buy	29 +7	+32%	+$986	﹤0.01%	721
2024 Q3	$2.53K	Sell	22 -466	-95%	-$57.3K	﹤0.01%	858
2024 Q2	$65.9K	Buy	488 +11	+2%	+$1.63K	0.02%	298
2024 Q1	$77.1K	Buy	+477	New	+$92.5K	0.02%	284
2023 Q4	–	Sell	-592	Closed	-$90.4K	–	752
2023 Q3	$90.4K	Hold	592	–	–	0.03%	255
2023 Q2	$104K	Hold	592	–	–	0.04%	235
2023 Q1	$91.3K	Buy	592 +20	+3%	+$2.93K	0.04%	245
2022 Q4	$82.1K	Buy	+572	New	+$87.3K	0.05%	144

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

WR Wealth Planners increased its Snowflake (SNOW) stake by 32% in Q4 2024, buying an estimated $986 and bringing the position to 29 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

WR Wealth Planners first reported a position in SNOW in Q4 2022 and has held it in 8 quarters since. The position peaked at $104K in Q2 2023. 1,114 funds tracked by Wall St. Rank hold SNOW as of Q4 2024.

WR Wealth Planners held 29 shares of Snowflake worth $4.48K as of Q4 2024.
WR Wealth Planners bought 7 Snowflake shares in Q4 2024, an estimated $986.
Snowflake made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #721 holding.
WR Wealth Planners first reported a position in Snowflake in Q4 2022 and has held it in 8 quarters since.
WR Wealth Planners's Snowflake position peaked at $104K in Q2 2023.
1,114 funds tracked by Wall St. Rank held Snowflake as of Q4 2024.

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