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Avantax Planning Partners’s Smith & Wesson SWBI Stock Holding History

Avantax Planning Partners’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
2026
Q1 		$238K Hold
16,631
– – 0.01% 391
2025
Q4 		$164K Buy
+16,631
New +$161K ﹤0.01% 431
2025
Q3 		– Sell
-19,465
Closed -$169K – 455
2025
Q2 		$169K Hold
19,465
– – 0.01% 435
2025
Q1 		$181K Buy
+19,465
New +$201K 0.01% 418
2018
Q4 		– Sell
-260
Closed -$3K – 1080
2018
Q3 		$3K Buy
+260
New +$2.35K ﹤0.01% 1275
2018
Q2 		– Sell
-260
Closed -$2K – 1322
2018
Q1 		$2K Buy
+260
New +$2.19K ﹤0.01% 1630

Other funds holding SWBI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return