AWM
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Altium Wealth Management’s Smith & Nephew SNN Stock Holding History

Altium 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
2021
Q3 		– Sell
-6,331
Closed -$275K – 389
2021
Q2 		$275K Buy
6,331
+568
+10% +$23.9K 0.02% 328
2021
Q1 		$218K Sell
5,763
-39
-0.7% -$1.61K 0.02% 343
2020
Q4 		$245K Buy
+5,802
New +$230K 0.02% 312

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Altium Wealth Management's SNN Position: Q3 2021 in Review

Altium Wealth Management sold out of Smith & Nephew (SNN) in Q3 2021, closing a stake of 6,331 shares — an estimated $275K sold.

Altium Wealth Management first reported a position in SNN in Q4 2020 and held it in 3 quarters. The position peaked at $275K in Q2 2021. 225 funds tracked by Wall St. Rank hold SNN as of Q3 2021.

  • Altium Wealth Management reported no remaining Smith & Nephew position as of Q3 2021 after selling out during the quarter.
  • Altium Wealth Management sold 6,331 Smith & Nephew shares in Q3 2021, an estimated $275K.
  • Altium Wealth Management first reported a position in Smith & Nephew in Q4 2020 and held it in 3 quarters.
  • Altium Wealth Management's Smith & Nephew position peaked at $275K in Q2 2021.
  • 225 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2021.

Based on Altium Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.