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

BerganKDV 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
2020
Q1 		– Sell
-130
Closed -$1K – 999
2019
Q4 		$1K Hold
130
– – ﹤0.01% 897
2019
Q3 		$1K Buy
+130
New +$784 ﹤0.01% 680

Other funds holding SWBI

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BerganKDV Wealth Management's SWBI Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of Smith & Wesson (SWBI) in Q1 2020, closing a stake of 130 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in SWBI in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 155 funds tracked by Wall St. Rank hold SWBI as of Q1 2020.

  • BerganKDV Wealth Management reported no remaining Smith & Wesson position as of Q1 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 130 Smith & Wesson shares in Q1 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Smith & Wesson in Q3 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Smith & Wesson position peaked at $1K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.