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FGA
Fortis Group Advisors’s
Smith & Wesson
SWBI
Stock Holding History
Fortis Group Advisors’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
2026
Q1
$9.66K
Hold
674
–
–
﹤0.01%
386
2025
Q4
$6.65K
Hold
674
–
–
﹤0.01%
412
2025
Q3
$6.63K
Hold
674
–
–
﹤0.01%
371
2025
Q2
$5.85K
Hold
674
–
–
﹤0.01%
378
2025
Q1
$6.28K
Hold
674
–
–
﹤0.01%
337
2024
Q4
$6.81K
Hold
674
–
–
﹤0.01%
335
2024
Q3
$8.75K
Hold
674
–
–
﹤0.01%
306
2024
Q2
$9.66K
Hold
674
–
–
﹤0.01%
302
2024
Q1
$11.7K
Sell
674
-674
-50%
-$9.72K
﹤0.01%
306
2023
Q4
$18.3K
Buy
1,348
+674
+100%
+$9.28K
﹤0.01%
246
2023
Q3
$8.7K
Buy
+674
New
+$8.42K
﹤0.01%
240
2020
Q3
$10K
Buy
+674
New
+$11.9K
﹤0.01%
289
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1-Year Est. Return
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1-Year Est. Return
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VCM
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$4.04T AUM
Two Sigma Investments
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$121B AUM
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1-Year Est. Return
Charles Schwab
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$654B AUM
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1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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