FCA
SW

FinTrust Capital Advisors’s Smurfit Westrock SW Stock Holding History

FinTrust Capital Advisors’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$8.7K Buy
+176
New +$8K ﹤0.01% 973

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FinTrust Capital Advisors's SW Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Smurfit Westrock (SW) in Q3 2024: 176 shares worth $8.7K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings.

503 funds tracked by Wall St. Rank hold SW as of Q3 2024.

  • FinTrust Capital Advisors held 176 shares of Smurfit Westrock worth $8.7K as of Q3 2024.
  • Smurfit Westrock was a new FinTrust Capital Advisors position in Q3 2024.
  • Smurfit Westrock made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #973 holding.
  • 503 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.