BCA
SWBI icon

Berman Capital Advisors’s Smith & Wesson SWBI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$0 Hold
16
– – ﹤0.01% 2217
2021
Q2 		$0 Hold
16
– – ﹤0.01% 2039
2021
Q1 		$0 Hold
16
– – ﹤0.01% 1902
2020
Q4 		$0 Buy
+16
New +$265 ﹤0.01% 1824

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Berman Capital Advisors's SWBI Position: Q3 2021 in Review

Berman Capital Advisors held its Smith & Wesson (SWBI) position steady in Q3 2021 at 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Berman Capital Advisors first reported a position in SWBI in Q4 2020 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold SWBI as of Q3 2021.

  • Berman Capital Advisors held 16 shares of Smith & Wesson worth $0 as of Q3 2021.
  • Berman Capital Advisors left its Smith & Wesson share count unchanged in Q3 2021.
  • Smith & Wesson made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2217 holding.
  • Berman Capital Advisors first reported a position in Smith & Wesson in Q4 2020 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.