CAM
SWKH

Columbia Asset Management’s SWK Holdings SWKH Stock Holding History

Columbia Asset Management’s Portfolio SWKH Stock Details SWKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,581
Closed -$225K – 284
2024
Q3 		$225K Buy
+2,581
New +$35K 0.04% 169

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Columbia Asset Management's SWKH Position: Q4 2024 in Review

Columbia Asset Management sold out of SWK Holdings (SWKH) in Q4 2024, closing a stake of 2,581 shares — an estimated $225K sold.

Columbia Asset Management first reported a position in SWKH in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 52 funds tracked by Wall St. Rank hold SWKH as of Q4 2024.

  • Columbia Asset Management reported no remaining SWK Holdings position as of Q4 2024 after selling out during the quarter.
  • Columbia Asset Management sold 2,581 SWK Holdings shares in Q4 2024, an estimated $225K.
  • Columbia Asset Management first reported a position in SWK Holdings in Q3 2024 and held it in 1 quarter.
  • Columbia Asset Management's SWK Holdings position peaked at $225K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held SWK Holdings as of Q4 2024.

Based on Columbia Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.