Avitas Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Avitas Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,619	Closed	-$455K	–	208
2023 Q3	$455K	Sell	4,619 -147	-3%	-$15.6K	0.09%	165
2023 Q2	$528K	Sell	4,766 -66	-1%	-$6.96K	0.1%	151
2023 Q1	$570K	Sell	4,832 -158	-3%	-$17.5K	0.11%	149
2022 Q4	$455K	Buy	4,990 +1,404	+39%	+$126K	0.1%	150
2022 Q3	$306K	Buy	3,586 +32	+0.9%	+$3.27K	0.07%	163
2022 Q2	$329K	Sell	3,554 -117	-3%	-$12.6K	0.07%	163
2022 Q1	$489K	Sell	3,671 -3,390	-48%	-$476K	0.09%	161
2021 Q4	$1.09M	Sell	7,061 -3,337	-32%	-$534K	0.18%	119
2021 Q3	$1.71M	Sell	10,398 -98	-0.9%	-$17.9K	0.31%	110
2021 Q2	$2.01M	Buy	10,496 +2,407	+30%	+$427K	0.36%	109
2021 Q1	$1.48M	Buy	+8,089	New	+$1.41M	0.29%	112

Other funds holding SWKS

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Avitas Wealth Management's SWKS Position: Q4 2023 in Review

Avitas Wealth Management sold out of Skyworks Solutions (SWKS) in Q4 2023, closing a stake of 4,619 shares — an estimated $455K sold.

Avitas Wealth Management first reported a position in SWKS in Q1 2021 and held it in 11 quarters. The position peaked at $2.01M in Q2 2021. 911 funds tracked by Wall St. Rank hold SWKS as of Q4 2023.

Avitas Wealth Management reported no remaining Skyworks Solutions position as of Q4 2023 after selling out during the quarter.
Avitas Wealth Management sold 4,619 Skyworks Solutions shares in Q4 2023, an estimated $455K.
Avitas Wealth Management first reported a position in Skyworks Solutions in Q1 2021 and held it in 11 quarters.
Avitas Wealth Management's Skyworks Solutions position peaked at $2.01M in Q2 2021.
911 funds tracked by Wall St. Rank held Skyworks Solutions as of Q4 2023.

Based on Avitas Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.