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Advisor OS’s Smith & Nephew SNN Stock Holding History

Advisor OS’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
2021
Q2 		– Sell
-11,237
Closed -$426K – 231
2021
Q1 		$426K Buy
11,237
+1,990
+22% +$82.2K 0.1% 125
2020
Q4 		$390K Buy
9,247
+1,136
+14% +$45K 0.1% 94
2020
Q3 		$318K Buy
8,111
+541
+7% +$21.8K 0.13% 78
2020
Q2 		$289K Buy
+7,570
New +$300K 0.17% 106

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Advisor OS's SNN Position: Q2 2021 in Review

Advisor OS sold out of Smith & Nephew (SNN) in Q2 2021, closing a stake of 11,237 shares — an estimated $426K sold.

Advisor OS first reported a position in SNN in Q2 2020 and held it in 4 quarters. The position peaked at $426K in Q1 2021. 230 funds tracked by Wall St. Rank hold SNN as of Q2 2021.

  • Advisor OS reported no remaining Smith & Nephew position as of Q2 2021 after selling out during the quarter.
  • Advisor OS sold 11,237 Smith & Nephew shares in Q2 2021, an estimated $426K.
  • Advisor OS first reported a position in Smith & Nephew in Q2 2020 and held it in 4 quarters.
  • Advisor OS's Smith & Nephew position peaked at $426K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2021.

Based on Advisor OS's 13F filing for Q2 2021, filed 10 Aug 2021.