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Financial Advocates Investment Management’s Smith & Wesson SWBI Stock Holding History

Financial Advocates Investment 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
2021
Q3 		– Sell
-9,463
Closed -$328K – 800
2021
Q2 		$328K Sell
9,463
-3,120
-25% -$65.3K 0.02% 595
2021
Q1 		$220K Buy
+12,583
New +$229K 0.02% 691

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Financial Advocates Investment Management's SWBI Position: Q3 2021 in Review

Financial Advocates Investment Management sold out of Smith & Wesson (SWBI) in Q3 2021, closing a stake of 9,463 shares — an estimated $328K sold.

Financial Advocates Investment Management first reported a position in SWBI in Q1 2021 and held it in 2 quarters. The position peaked at $328K in Q2 2021. 229 funds tracked by Wall St. Rank hold SWBI as of Q3 2021.

  • Financial Advocates Investment Management reported no remaining Smith & Wesson position as of Q3 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,463 Smith & Wesson shares in Q3 2021, an estimated $328K.
  • Financial Advocates Investment Management first reported a position in Smith & Wesson in Q1 2021 and held it in 2 quarters.
  • Financial Advocates Investment Management's Smith & Wesson position peaked at $328K in Q2 2021.
  • 229 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2021.

Based on Financial Advocates Investment Management's 13F filing for Q3 2021, filed 4 Nov 2021.