Creative Financial Designs’s Smith & Wesson SWBI Stock Holding History

Creative Financial Designs’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
2022 Q2	–	Sell	-1,200	Closed	-$18K	–	1331
2022 Q1	$18K	Sell	1,200 -600	-33%	-$10.1K	﹤0.01%	791
2021 Q4	$32K	Sell	1,800 -400	-18%	-$8.26K	﹤0.01%	662
2021 Q3	$46K	Buy	2,200 +1,050	+91%	+$25.2K	0.01%	638
2021 Q2	$40K	Buy	+1,150	New	+$24.1K	0.01%	666

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Creative Financial Designs's SWBI Position: Q2 2022 in Review

Creative Financial Designs sold out of Smith & Wesson (SWBI) in Q2 2022, closing a stake of 1,200 shares — an estimated $18K sold.

Creative Financial Designs first reported a position in SWBI in Q2 2021 and held it in 4 quarters. The position peaked at $46K in Q3 2021. 223 funds tracked by Wall St. Rank hold SWBI as of Q2 2022.

Creative Financial Designs reported no remaining Smith & Wesson position as of Q2 2022 after selling out during the quarter.
Creative Financial Designs sold 1,200 Smith & Wesson shares in Q2 2022, an estimated $18K.
Creative Financial Designs first reported a position in Smith & Wesson in Q2 2021 and held it in 4 quarters.
Creative Financial Designs's Smith & Wesson position peaked at $46K in Q3 2021.
223 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2022.

Based on Creative Financial Designs's 13F filing for Q2 2022, filed 1 Aug 2022.