B. Riley Wealth Advisors’s Smith & Wesson SWBI Stock Holding History

B. Riley Wealth Advisors’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
2022 Q2	–	Sell	-32,247	Closed	-$488K	–	1379
2022 Q1	$488K	Sell	32,247 -3,254	-9%	-$54.7K	0.02%	760
2021 Q4	$632K	Sell	35,501 -12,741	-26%	-$263K	0.02%	707
2021 Q3	$1M	Sell	48,242 -1,931	-4%	-$46.4K	0.03%	519
2021 Q2	$1.74M	Sell	50,173 -3,485	-6%	-$73K	0.06%	373
2021 Q1	$937K	Buy	+53,658	New	+$976K	0.03%	502
2015 Q1	–	Sell	-22	Closed	–	–	1816
2014 Q4	$0	Buy	+22	New	+$165	﹤0.01%	3745
2014 Q3	–	Sell	-22	Closed	-$250	–	1739
2014 Q2	$250	Buy	+22	New	+$260	﹤0.01%	2409

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's SWBI Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Smith & Wesson (SWBI) in Q2 2022, closing a stake of 32,247 shares — an estimated $488K sold.

B. Riley Wealth Advisors first reported a position in SWBI in Q2 2014 and held it in 7 quarters. The position peaked at $1.74M in Q2 2021. 223 funds tracked by Wall St. Rank hold SWBI as of Q2 2022.

B. Riley Wealth Advisors reported no remaining Smith & Wesson position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 32,247 Smith & Wesson shares in Q2 2022, an estimated $488K.
B. Riley Wealth Advisors first reported a position in Smith & Wesson in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's Smith & Wesson position peaked at $1.74M in Q2 2021.
223 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.