Xcel Wealth Management’s Snowflake SNOW Stock Holding History

Xcel Wealth Management’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
2021 Q4	–	Sell	-800	Closed	-$242K	–	147
2021 Q3	$242K	Buy	+800	New	+$228K	0.07%	129

Other funds holding SNOW

Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return

ACM

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SUT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

Xcel Wealth Management's SNOW Position: Q4 2021 in Review

Xcel Wealth Management sold out of Snowflake (SNOW) in Q4 2021, closing a stake of 800 shares — an estimated $242K sold.

Xcel Wealth Management first reported a position in SNOW in Q3 2021 and held it in 1 quarter. The position peaked at $242K in Q3 2021. 935 funds tracked by Wall St. Rank hold SNOW as of Q4 2021.

Xcel Wealth Management reported no remaining Snowflake position as of Q4 2021 after selling out during the quarter.
Xcel Wealth Management sold 800 Snowflake shares in Q4 2021, an estimated $242K.
Xcel Wealth Management first reported a position in Snowflake in Q3 2021 and held it in 1 quarter.
Xcel Wealth Management's Snowflake position peaked at $242K in Q3 2021.
935 funds tracked by Wall St. Rank held Snowflake as of Q4 2021.

Based on Xcel Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.