Coppell Advisory Solutions’s Smith & Wesson SWBI Stock Holding History

Coppell Advisory Solutions’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 Q1	–	Sell	-505	Closed	-$4.94K	–	1673
2024 Q4	$4.94K	Hold	505	–	–	﹤0.01%	1329
2024 Q3	$6.58K	Hold	505	–	–	﹤0.01%	1204
2024 Q2	$7.24K	Buy	+505	New	+$8.29K	﹤0.01%	1111
2023 Q4	$6.85K	Sell	505 -8	-2%	-$110	﹤0.01%	1035
2023 Q3	$4.45K	Hold	513	–	–	﹤0.01%	732
2023 Q2	$6.77K	Buy	+513	New	+$6.25K	﹤0.01%	783
2023 Q1	–	Sell	-513	Closed	-$4.45K	–	960
2022 Q4	$4.45K	Buy	+513	New	+$5.4K	﹤0.01%	735

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

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

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

PCM

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

Coppell Advisory Solutions's SWBI Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Smith & Wesson (SWBI) in Q1 2025, closing a stake of 505 shares — an estimated $4.94K sold.

Coppell Advisory Solutions first reported a position in SWBI in Q4 2022 and held it in 7 quarters. The position peaked at $7.24K in Q2 2024. 175 funds tracked by Wall St. Rank hold SWBI as of Q1 2025.

Coppell Advisory Solutions reported no remaining Smith & Wesson position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 505 Smith & Wesson shares in Q1 2025, an estimated $4.94K.
Coppell Advisory Solutions first reported a position in Smith & Wesson in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Smith & Wesson position peaked at $7.24K in Q2 2024.
175 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.