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Evermay Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Evermay Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3
Closed -$338 – 719
2023
Q4 		$338 Sell
3
-97
-97% -$9.49K ﹤0.01% 640
2023
Q3 		$9.86K Hold
100
– – ﹤0.01% 430
2023
Q2 		$11.1K Hold
100
– – ﹤0.01% 420
2023
Q1 		$11.8K Hold
100
– – ﹤0.01% 403
2022
Q4 		$9.11K Hold
100
– – ﹤0.01% 426
2022
Q3 		$9K Hold
100
– – ﹤0.01% 413
2022
Q2 		$9K Sell
100
-100
-50% -$10.8K ﹤0.01% 411
2022
Q1 		$27K Hold
200
– – ﹤0.01% 347
2021
Q4 		$31K Hold
200
– – 0.01% 325
2021
Q3 		$33K Sell
200
-125
-38% -$22.9K 0.01% 302
2021
Q2 		$62K Buy
+325
New +$57.7K 0.01% 263

Other funds holding SWKS

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Evermay Wealth Management's SWKS Position: Q1 2024 in Review

Evermay Wealth Management sold out of Skyworks Solutions (SWKS) in Q1 2024, closing a stake of 3 shares — an estimated $338 sold.

Evermay Wealth Management first reported a position in SWKS in Q2 2021 and held it in 11 quarters. The position peaked at $62K in Q2 2021. 903 funds tracked by Wall St. Rank hold SWKS as of Q1 2024.

  • Evermay Wealth Management reported no remaining Skyworks Solutions position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 3 Skyworks Solutions shares in Q1 2024, an estimated $338.
  • Evermay Wealth Management first reported a position in Skyworks Solutions in Q2 2021 and held it in 11 quarters.
  • Evermay Wealth Management's Skyworks Solutions position peaked at $62K in Q2 2021.
  • 903 funds tracked by Wall St. Rank held Skyworks Solutions as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.