EWM
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Empirical Wealth Management’s Smith & Wesson SWBI Stock Holding History

Empirical Wealth Management’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
Q4 		– Sell
-923
Closed -$10K – 482
2022
Q3 		$10K Buy
+923
New +$12.2K ﹤0.01% 465

Other funds holding SWBI

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Empirical Wealth Management's SWBI Position: Q4 2022 in Review

Empirical Wealth Management sold out of Smith & Wesson (SWBI) in Q4 2022, closing a stake of 923 shares — an estimated $10K sold.

Empirical Wealth Management first reported a position in SWBI in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 195 funds tracked by Wall St. Rank hold SWBI as of Q4 2022.

  • Empirical Wealth Management reported no remaining Smith & Wesson position as of Q4 2022 after selling out during the quarter.
  • Empirical Wealth Management sold 923 Smith & Wesson shares in Q4 2022, an estimated $10K.
  • Empirical Wealth Management first reported a position in Smith & Wesson in Q3 2022 and held it in 1 quarter.
  • Empirical Wealth Management's Smith & Wesson position peaked at $10K in Q3 2022.
  • 195 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2022.

Based on Empirical Wealth Management's 13F filing for Q4 2022, filed 8 Feb 2023.