AWM
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Avior Wealth Management’s Smith & Wesson SWBI Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-50
Closed -$505 – 2142
2024
Q4 		$505 Buy
+50
New +$626 ﹤0.01% 2285
2024
Q2 		– Sell
-9
Closed -$156 – 3561
2024
Q1 		$156 Buy
+9
New +$130 ﹤0.01% 2985
2015
Q4 		– Sell
-390
Closed -$5K – 473
2015
Q3 		$5K Buy
+390
New +$5.09K ﹤0.01% 325

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

Avior Wealth Management's SWBI Position: Q1 2025 in Review

Avior Wealth Management sold out of Smith & Wesson (SWBI) in Q1 2025, closing a stake of 50 shares — an estimated $505 sold.

Avior Wealth Management first reported a position in SWBI in Q3 2015 and held it in 3 quarters. The position peaked at $5K in Q3 2015. 175 funds tracked by Wall St. Rank hold SWBI as of Q1 2025.

  • Avior Wealth Management reported no remaining Smith & Wesson position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 50 Smith & Wesson shares in Q1 2025, an estimated $505.
  • Avior Wealth Management first reported a position in Smith & Wesson in Q3 2015 and held it in 3 quarters.
  • Avior Wealth Management's Smith & Wesson position peaked at $5K in Q3 2015.
  • 175 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.