Atria Wealth Solutions’s Smith & Wesson SWBI Stock Holding History

Atria Wealth Solutions’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
2023 Q2	–	Sell	-12,781	Closed	-$157K	–	1985
2023 Q1	$157K	Sell	12,781 -266	-2%	-$2.85K	﹤0.01%	1713
2022 Q4	$115K	Hold	13,047	–	–	﹤0.01%	1686
2022 Q3	$137K	Buy	13,047 +400	+3%	+$5.29K	﹤0.01%	1604
2022 Q2	$166K	Buy	+12,647	New	+$183K	﹤0.01%	1483

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $256M AUM 1.13% 1-Year Est. Return

Atria Wealth Solutions's SWBI Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Smith & Wesson (SWBI) in Q2 2023, closing a stake of 12,781 shares — an estimated $157K sold.

Atria Wealth Solutions first reported a position in SWBI in Q2 2022 and held it in 4 quarters. The position peaked at $166K in Q2 2022. 164 funds tracked by Wall St. Rank hold SWBI as of Q2 2023.

Atria Wealth Solutions reported no remaining Smith & Wesson position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 12,781 Smith & Wesson shares in Q2 2023, an estimated $157K.
Atria Wealth Solutions first reported a position in Smith & Wesson in Q2 2022 and held it in 4 quarters.
Atria Wealth Solutions's Smith & Wesson position peaked at $166K in Q2 2022.
164 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.