Freestone Capital Holdings’s Smith & Nephew SNN Stock Holding History

Freestone Capital Holdings’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-11,674	Closed	-$372K	–	564
2022 Q1	$372K	Buy	+11,674	New	+$392K	0.02%	423
2021 Q1	–	Sell	-500	Closed	-$21.1K	–	1010
2020 Q4	$21.1K	Hold	500	–	–	﹤0.01%	725
2020 Q3	$19.6K	Buy	+500	New	+$20.1K	﹤0.01%	650
2020 Q2	–	Sell	-1,068	Closed	-$35.9K	–	385
2020 Q1	$35.9K	Buy	+1,068	New	+$47.3K	0.78%	11

Other funds holding SNN

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWLP

Prio Wealth Limited Partnership Boston, Massachusetts $3.41B AUM 44.09% 1-Year Est. Return

Freestone Capital Holdings's SNN Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Smith & Nephew (SNN) in Q2 2022, closing a stake of 11,674 shares — an estimated $372K sold.

Freestone Capital Holdings first reported a position in SNN in Q1 2020 and held it in 4 quarters. The position peaked at $372K in Q1 2022. 207 funds tracked by Wall St. Rank hold SNN as of Q2 2022.

Freestone Capital Holdings reported no remaining Smith & Nephew position as of Q2 2022 after selling out during the quarter.
Freestone Capital Holdings sold 11,674 Smith & Nephew shares in Q2 2022, an estimated $372K.
Freestone Capital Holdings first reported a position in Smith & Nephew in Q1 2020 and held it in 4 quarters.
Freestone Capital Holdings's Smith & Nephew position peaked at $372K in Q1 2022.
207 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.