Continuum Advisory’s Smith & Wesson SWBI Stock Holding History

Continuum Advisory’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
2024 Q4	–	Sell	-700	Closed	-$9.09K	–	1955
2024 Q3	$9.09K	Buy	+700	New	+$10.1K	﹤0.01%	1022

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PCM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Continuum Advisory's SWBI Position: Q4 2024 in Review

Continuum Advisory sold out of Smith & Wesson (SWBI) in Q4 2024, closing a stake of 700 shares — an estimated $9.09K sold.

Continuum Advisory first reported a position in SWBI in Q3 2024 and held it in 1 quarter. The position peaked at $9.09K in Q3 2024. 182 funds tracked by Wall St. Rank hold SWBI as of Q4 2024.

Continuum Advisory reported no remaining Smith & Wesson position as of Q4 2024 after selling out during the quarter.
Continuum Advisory sold 700 Smith & Wesson shares in Q4 2024, an estimated $9.09K.
Continuum Advisory first reported a position in Smith & Wesson in Q3 2024 and held it in 1 quarter.
Continuum Advisory's Smith & Wesson position peaked at $9.09K in Q3 2024.
182 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.