Canvas Wealth Advisors’s Smith & Nephew SNN Stock Holding History

Canvas Wealth Advisors’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-26,230	Closed	-$588K	–	134
2023 Q3	$588K	Sell	26,230 -19,435	-43%	-$546K	0.24%	58
2023 Q2	$1.4M	Sell	45,665 -25,614	-36%	-$793K	0.52%	38
2023 Q1	$2.31M	Sell	71,279 -19,434	-21%	-$552K	0.97%	24
2022 Q4	$2.54M	Sell	90,713 -17,901	-16%	-$449K	1.06%	21
2022 Q3	$2.59M	Buy	108,614 +2,355	+2%	+$60.4K	1.1%	22
2022 Q2	$2.97M	Buy	106,259 +11,538	+12%	+$359K	1.19%	19
2022 Q1	$3.08M	Buy	94,721 +24,788	+35%	+$832K	1.12%	19
2021 Q4	$2.42M	Buy	69,933 +11,949	+21%	+$410K	0.87%	30
2021 Q3	$1.99M	Buy	57,984 +9,437	+19%	+$372K	0.81%	34
2021 Q2	$2.11M	Buy	48,547 +2,918	+6%	+$123K	0.95%	28
2021 Q1	$1.76M	Buy	+45,629	New	+$1.88M	1.03%	27

Other funds holding SNN

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Canvas Wealth Advisors's SNN Position: Q4 2023 in Review

Canvas Wealth Advisors sold out of Smith & Nephew (SNN) in Q4 2023, closing a stake of 26,230 shares — an estimated $588K sold.

Canvas Wealth Advisors first reported a position in SNN in Q1 2021 and held it in 11 quarters. The position peaked at $3.08M in Q1 2022. 219 funds tracked by Wall St. Rank hold SNN as of Q4 2023.

Canvas Wealth Advisors reported no remaining Smith & Nephew position as of Q4 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 26,230 Smith & Nephew shares in Q4 2023, an estimated $588K.
Canvas Wealth Advisors first reported a position in Smith & Nephew in Q1 2021 and held it in 11 quarters.
Canvas Wealth Advisors's Smith & Nephew position peaked at $3.08M in Q1 2022.
219 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2023.

Based on Canvas Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.