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Abound Wealth Management’s Smith & Nephew SNN Stock Holding History

Abound Wealth Management’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-12
Closed -$298 – 1392
2023
Q3 		$298 Hold
12
– – ﹤0.01% 1017
2023
Q2 		$387 Buy
+12
New +$371 ﹤0.01% 945

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Abound Wealth Management's SNN Position: Q4 2023 in Review

Abound Wealth Management sold out of Smith & Nephew (SNN) in Q4 2023, closing a stake of 12 shares — an estimated $298 sold.

Abound Wealth Management first reported a position in SNN in Q2 2023 and held it in 2 quarters. The position peaked at $387 in Q2 2023. 219 funds tracked by Wall St. Rank hold SNN as of Q4 2023.

  • Abound Wealth Management reported no remaining Smith & Nephew position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 12 Smith & Nephew shares in Q4 2023, an estimated $298.
  • Abound Wealth Management first reported a position in Smith & Nephew in Q2 2023 and held it in 2 quarters.
  • Abound Wealth Management's Smith & Nephew position peaked at $387 in Q2 2023.
  • 219 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.