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Bartlett & Co Wealth Management’s Latham Group SWIM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-664
Closed -$4.6K – 1275
2022
Q2 		$4.6K Buy
+664
New +$7.05K ﹤0.01% 1032

Other funds holding SWIM

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AACP
Advantage Alpha Capital Partners San Francisco, California $332M AUM 12.78% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Bartlett & Co Wealth Management's SWIM Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Latham Group (SWIM) in Q3 2022, closing a stake of 664 shares — an estimated $4.6K sold.

Bartlett & Co Wealth Management first reported a position in SWIM in Q2 2022 and held it in 1 quarter. The position peaked at $4.6K in Q2 2022. 128 funds tracked by Wall St. Rank hold SWIM as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Latham Group position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 664 Latham Group shares in Q3 2022, an estimated $4.6K.
  • Bartlett & Co Wealth Management first reported a position in Latham Group in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Latham Group position peaked at $4.6K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Latham Group as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.