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Annis Gardner Whiting Capital Advisors’s Smith & Wesson SWBI Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2024
Q2 		– Sell
-50
Closed -$821 – 981
2024
Q1 		$874 Buy
+50
New +$721 ﹤0.01% 880

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Geode Capital Management
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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's SWBI Position: Q2 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Smith & Wesson (SWBI) in Q2 2024, closing a stake of 50 shares — an estimated $821 sold.

Annis Gardner Whiting Capital Advisors first reported a position in SWBI in Q1 2024 and held it in 1 quarter. The position peaked at $874 in Q1 2024. 194 funds tracked by Wall St. Rank hold SWBI as of Q2 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Smith & Wesson position as of Q2 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 50 Smith & Wesson shares in Q2 2024, an estimated $821.
  • Annis Gardner Whiting Capital Advisors first reported a position in Smith & Wesson in Q1 2024 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Smith & Wesson position peaked at $874 in Q1 2024.
  • 194 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.