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Baystate Wealth Management’s Smith & Wesson SWBI Stock Holding History

Baystate 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
2023
Q4 		$11.8K Buy
870
+8
+0.9% +$110 ﹤0.01% 688
2023
Q3 		$11.1K Buy
+862
New +$10.8K ﹤0.01% 561

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baystate Wealth Management's SWBI Position: Q4 2023 in Review

Baystate Wealth Management increased its Smith & Wesson (SWBI) stake by 0.93% in Q4 2023, buying an estimated $110 and bringing the position to 870 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Baystate Wealth Management first reported a position in SWBI in Q3 2023 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold SWBI as of Q4 2023.

  • Baystate Wealth Management held 870 shares of Smith & Wesson worth $11.8K as of Q4 2023.
  • Baystate Wealth Management bought 8 Smith & Wesson shares in Q4 2023, an estimated $110.
  • Smith & Wesson made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #688 holding.
  • Baystate Wealth Management first reported a position in Smith & Wesson in Q3 2023 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.