CIBC Private Wealth Group
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CIBC Private Wealth Group’s Smith & Wesson SWBI Stock Holding History

CIBC Private Wealth Group’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
2025
Q2 		– Sell
-377
Closed -$3.2K – 3305
2025
Q1 		$3.2K Buy
+377
New +$3.88K ﹤0.01% 2577
2024
Q4 		– Sell
-10
Closed -$129 – 3178
2024
Q3 		$129 Hold
10
– – ﹤0.01% 3044
2024
Q2 		$139 Hold
10
– – ﹤0.01% 3075
2024
Q1 		$170 Buy
+10
New +$144 ﹤0.01% 2999
2018
Q3 		– Sell
-260
Closed -$2K – 1636
2018
Q2 		$2K Hold
260
– – ﹤0.01% 1870
2018
Q1 		$2K Hold
260
– – ﹤0.01% 1813
2017
Q4 		$3K Buy
+260
New +$2.81K ﹤0.01% 1786

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

CIBC Private Wealth Group's SWBI Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of Smith & Wesson (SWBI) in Q2 2025, closing a stake of 377 shares — an estimated $3.2K sold.

CIBC Private Wealth Group first reported a position in SWBI in Q4 2017 and held it in 7 quarters. The position peaked at $3.2K in Q1 2025. 174 funds tracked by Wall St. Rank hold SWBI as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining Smith & Wesson position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 377 Smith & Wesson shares in Q2 2025, an estimated $3.2K.
  • CIBC Private Wealth Group first reported a position in Smith & Wesson in Q4 2017 and held it in 7 quarters.
  • CIBC Private Wealth Group's Smith & Wesson position peaked at $3.2K in Q1 2025.
  • 174 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.