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YorkBridge Wealth Partners’s Snap-on SNA Stock Holding History

YorkBridge Wealth Partners’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
2019
Q3 		– Sell
-9
Closed -$1K – 563
2019
Q2 		$1K Sell
9
-8
-47% -$1.3K ﹤0.01% 734
2019
Q1 		$3K Sell
17
-20
-54% -$3.18K ﹤0.01% 682
2018
Q4 		$5K Sell
37
-745
-95% -$118K ﹤0.01% 640
2018
Q3 		$144K Sell
782
-11
-1% -$1.92K 0.07% 221
2018
Q2 		$127K Buy
793
+52
+7% +$7.87K 0.06% 251
2018
Q1 		$108K Buy
741
+60
+9% +$9.86K 0.05% 283
2017
Q4 		$112K Buy
681
+45
+7% +$7.28K 0.05% 269
2017
Q3 		$95K Buy
636
+50
+9% +$7.51K 0.05% 292
2017
Q2 		$93K Buy
586
+43
+8% +$7.04K 0.05% 287
2017
Q1 		$92K Buy
543
+108
+25% +$18.6K 0.05% 283
2016
Q4 		$74K Buy
+435
New +$70.8K 0.04% 293

Other funds holding SNA

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

YorkBridge Wealth Partners's SNA Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Snap-on (SNA) in Q3 2019, closing a stake of 9 shares — an estimated $1K sold.

YorkBridge Wealth Partners first reported a position in SNA in Q4 2016 and held it in 11 quarters. The position peaked at $144K in Q3 2018. 557 funds tracked by Wall St. Rank hold SNA as of Q3 2019.

  • YorkBridge Wealth Partners reported no remaining Snap-on position as of Q3 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 9 Snap-on shares in Q3 2019, an estimated $1K.
  • YorkBridge Wealth Partners first reported a position in Snap-on in Q4 2016 and held it in 11 quarters.
  • YorkBridge Wealth Partners's Snap-on position peaked at $144K in Q3 2018.
  • 557 funds tracked by Wall St. Rank held Snap-on as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.