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Baldwin Wealth Partners’s Smith & Wesson SWBI Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-1,600
Closed -$20.8K – 914
2024
Q3 		$20.8K Sell
1,600
-250
-14% -$3.61K ﹤0.01% 689
2024
Q2 		$26.5K Hold
1,850
– – ﹤0.01% 434
2024
Q1 		$32.1K Hold
1,850
– – ﹤0.01% 427
2023
Q4 		$25.1K Hold
1,850
– – ﹤0.01% 472
2023
Q3 		$23.9K Buy
1,850
+250
+16% +$3.12K ﹤0.01% 495
2023
Q2 		$20.9K Hold
1,600
– – ﹤0.01% 530
2023
Q1 		$19.7K Hold
1,600
– – ﹤0.01% 545
2022
Q4 		$13.9K Buy
+1,600
New +$16.9K ﹤0.01% 575

Other funds holding SWBI

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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
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Baldwin Wealth Partners's SWBI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Smith & Wesson (SWBI) in Q4 2024, closing a stake of 1,600 shares — an estimated $20.8K sold.

Baldwin Wealth Partners first reported a position in SWBI in Q4 2022 and held it in 8 quarters. The position peaked at $32.1K in Q1 2024. 182 funds tracked by Wall St. Rank hold SWBI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Smith & Wesson position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,600 Smith & Wesson shares in Q4 2024, an estimated $20.8K.
  • Baldwin Wealth Partners first reported a position in Smith & Wesson in Q4 2022 and held it in 8 quarters.
  • Baldwin Wealth Partners's Smith & Wesson position peaked at $32.1K in Q1 2024.
  • 182 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.