Arkadios Wealth Advisors’s Smith & Nephew SNN Stock Holding History

Arkadios Wealth Advisors’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 Q4	–	Sell	-977	Closed	-$33K	–	1596
2021 Q3	$33K	Buy	977 +454	+87%	+$17.9K	﹤0.01%	1037
2021 Q2	$22K	Sell	523 -183	-26%	-$7.7K	﹤0.01%	1244
2021 Q1	$26K	Buy	706 +665	+1,622%	+$27.5K	﹤0.01%	900
2020 Q4	$1K	Buy	+41	New	+$1.62K	﹤0.01%	1340
2020 Q2	–	Sell	-566	Closed	-$20.3K	–	1123
2020 Q1	$20.3K	Sell	566 -104	-16%	-$4.61K	0.01%	484
2019 Q4	$32.1K	Buy	+670	New	+$30.2K	0.02%	375

Other funds holding SNN

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arkadios Wealth Advisors's SNN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Smith & Nephew (SNN) in Q4 2021, closing a stake of 977 shares — an estimated $33K sold.

Arkadios Wealth Advisors first reported a position in SNN in Q4 2019 and held it in 6 quarters. The position peaked at $33K in Q3 2021. 224 funds tracked by Wall St. Rank hold SNN as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Smith & Nephew position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 977 Smith & Nephew shares in Q4 2021, an estimated $33K.
Arkadios Wealth Advisors first reported a position in Smith & Nephew in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's Smith & Nephew position peaked at $33K in Q3 2021.
224 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.