AE Wealth Management’s Smith & Wesson SWBI Stock Holding History

AE 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 Q1	–	Sell	-31,246	Closed	-$555K	–	1568
2020 Q4	$555K	Buy	+31,246	New	+$517K	0.01%	925

Other funds holding SWBI

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

AE Wealth Management's SWBI Position: Q1 2021 in Review

AE Wealth Management sold out of Smith & Wesson (SWBI) in Q1 2021, closing a stake of 31,246 shares — an estimated $555K sold.

AE Wealth Management first reported a position in SWBI in Q4 2020 and held it in 1 quarter. The position peaked at $555K in Q4 2020. 217 funds tracked by Wall St. Rank hold SWBI as of Q1 2021.

AE Wealth Management reported no remaining Smith & Wesson position as of Q1 2021 after selling out during the quarter.
AE Wealth Management sold 31,246 Smith & Wesson shares in Q1 2021, an estimated $555K.
AE Wealth Management first reported a position in Smith & Wesson in Q4 2020 and held it in 1 quarter.
AE Wealth Management's Smith & Wesson position peaked at $555K in Q4 2020.
217 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2021.

Based on AE Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.