Bedel Financial Consulting’s Smith & Wesson SWBI Stock Holding History

Bedel Financial Consulting’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	-50	Closed	-$1K	–	804
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	941
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	971
2021 Q3	$1K	Buy	+50	New	+$1.2K	﹤0.01%	956
2018 Q4	–	Sell	-78	Closed	–	–	712
2018 Q3	$0	Hold	78	–	–	﹤0.01%	714
2018 Q2	$1K	Hold	78	–	–	﹤0.01%	663
2018 Q1	$1K	Buy	+78	New	+$657	﹤0.01%	654

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

Bedel Financial Consulting's SWBI Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Smith & Wesson (SWBI) in Q2 2022, closing a stake of 50 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in SWBI in Q1 2018 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 223 funds tracked by Wall St. Rank hold SWBI as of Q2 2022.

Bedel Financial Consulting reported no remaining Smith & Wesson position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 50 Smith & Wesson shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in Smith & Wesson in Q1 2018 and held it in 6 quarters.
Bedel Financial Consulting's Smith & Wesson position peaked at $1K in Q1 2022.
223 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.