Campbell Newman Asset Management’s Skyworks Solutions SWKS Stock Holding History

Campbell Newman Asset Management’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-114,704	Closed	-$15.3M	–	117
2022 Q1	$15.3M	Buy	114,704 +8,437	+8%	+$1.18M	1.47%	28
2021 Q4	$16.5M	Sell	106,267 -17,375	-14%	-$2.78M	1.47%	28
2021 Q3	$20.4M	Buy	123,642 +62,144	+101%	+$11.4M	2.08%	20
2021 Q2	$11.8M	Buy	61,498 +698	+1%	+$124K	1.16%	32
2021 Q1	$11.2M	Buy	+60,800	New	+$10.6M	1.17%	33

Other funds holding SWKS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Campbell Newman Asset Management's SWKS Position: Q2 2022 in Review

Campbell Newman Asset Management sold out of Skyworks Solutions (SWKS) in Q2 2022, closing a stake of 114,704 shares — an estimated $15.3M sold.

Campbell Newman Asset Management first reported a position in SWKS in Q1 2021 and held it in 5 quarters. The position peaked at $20.4M in Q3 2021. 881 funds tracked by Wall St. Rank hold SWKS as of Q2 2022.

Campbell Newman Asset Management reported no remaining Skyworks Solutions position as of Q2 2022 after selling out during the quarter.
Campbell Newman Asset Management sold 114,704 Skyworks Solutions shares in Q2 2022, an estimated $15.3M.
Campbell Newman Asset Management first reported a position in Skyworks Solutions in Q1 2021 and held it in 5 quarters.
Campbell Newman Asset Management's Skyworks Solutions position peaked at $20.4M in Q3 2021.
881 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2022.

Based on Campbell Newman Asset Management's 13F filing for Q2 2022, filed 19 Jul 2022.