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Castle Wealth Management’s Smith & Nephew SNN Stock Holding History

Castle Wealth Management’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
2022
Q3 		– Sell
-88
Closed -$2K – 729
2022
Q2 		$2K Buy
+88
New +$2.74K ﹤0.01% 588

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Castle Wealth Management's SNN Position: Q3 2022 in Review

Castle Wealth Management sold out of Smith & Nephew (SNN) in Q3 2022, closing a stake of 88 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in SNN in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 194 funds tracked by Wall St. Rank hold SNN as of Q3 2022.

  • Castle Wealth Management reported no remaining Smith & Nephew position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 88 Smith & Nephew shares in Q3 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in Smith & Nephew in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's Smith & Nephew position peaked at $2K in Q2 2022.
  • 194 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.