Beaird Harris Wealth Management’s Smith & Wesson SWBI Stock Holding History

Beaird Harris 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
2022 Q2	–	Sell	-106	Closed	-$2K	–	589
2022 Q1	$2K	Hold	106	–	–	﹤0.01%	537
2021 Q4	$2K	Buy	+106	New	+$2.19K	﹤0.01%	577

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

Beaird Harris Wealth Management's SWBI Position: Q2 2022 in Review

Beaird Harris Wealth Management sold out of Smith & Wesson (SWBI) in Q2 2022, closing a stake of 106 shares — an estimated $2K sold.

Beaird Harris Wealth Management first reported a position in SWBI in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 223 funds tracked by Wall St. Rank hold SWBI as of Q2 2022.

Beaird Harris Wealth Management reported no remaining Smith & Wesson position as of Q2 2022 after selling out during the quarter.
Beaird Harris Wealth Management sold 106 Smith & Wesson shares in Q2 2022, an estimated $2K.
Beaird Harris Wealth Management first reported a position in Smith & Wesson in Q4 2021 and held it in 2 quarters.
Beaird Harris Wealth Management's Smith & Wesson position peaked at $2K in Q1 2022.
223 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.