AWM
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Accel Wealth Management’s Smith & Wesson SWBI Stock Holding History

Accel Wealth Management’s Portfolio SWBI Stock Details SWBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-236
Closed -$8K – 885
2021
Q2 		$8K Buy
236
+1
+0.4% +$21 0.01% 734
2021
Q1 		$4K Buy
+235
New +$4.27K ﹤0.01% 786

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Accel Wealth Management's SWBI Position: Q3 2021 in Review

Accel Wealth Management sold out of Smith & Wesson (SWBI) in Q3 2021, closing a stake of 236 shares — an estimated $8K sold.

Accel Wealth Management first reported a position in SWBI in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 229 funds tracked by Wall St. Rank hold SWBI as of Q3 2021.

  • Accel Wealth Management reported no remaining Smith & Wesson position as of Q3 2021 after selling out during the quarter.
  • Accel Wealth Management sold 236 Smith & Wesson shares in Q3 2021, an estimated $8K.
  • Accel Wealth Management first reported a position in Smith & Wesson in Q1 2021 and held it in 2 quarters.
  • Accel Wealth Management's Smith & Wesson position peaked at $8K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2021.

Based on Accel Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.