Clearview Wealth Advisors’s Smith & Wesson SWBI Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-20	Closed	-$261	–	569
2023 Q2	$261	Hold	20	–	–	﹤0.01%	653
2023 Q1	$246	Hold	20	–	–	﹤0.01%	640
2022 Q4	$174	Hold	20	–	–	﹤0.01%	596
2022 Q3	$0	Hold	20	–	–	﹤0.01%	637
2022 Q2	$0	Hold	20	–	–	﹤0.01%	644
2022 Q1	$0	Sell	20 -10	-33%	-$168	﹤0.01%	692
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	664
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	633
2021 Q2	$1K	Buy	30 +7	+30%	+$147	﹤0.01%	625
2021 Q1	$0	Hold	23	–	–	﹤0.01%	646
2020 Q4	$0	Buy	+23	New	+$380	﹤0.01%	585

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

Clearview Wealth Advisors's SWBI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Smith & Wesson (SWBI) in Q3 2023, closing a stake of 20 shares — an estimated $261 sold.

Clearview Wealth Advisors first reported a position in SWBI in Q4 2020 and held it in 11 quarters. The position peaked at $1K in Q4 2021. 169 funds tracked by Wall St. Rank hold SWBI as of Q3 2023.

Clearview Wealth Advisors reported no remaining Smith & Wesson position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 20 Smith & Wesson shares in Q3 2023, an estimated $261.
Clearview Wealth Advisors first reported a position in Smith & Wesson in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Smith & Wesson position peaked at $1K in Q4 2021.
169 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.