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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Smith & Wesson SWBI Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018
Q3 		– Sell
-130
Closed -$1K – 336
2018
Q2 		$1K Hold
130
– – ﹤0.01% 425
2018
Q1 		$1K Hold
130
– – ﹤0.01% 427
2017
Q4 		$2K Buy
+130
New +$1.41K 0.01% 239

Other funds holding SWBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Genovese Burford & Brothers Wealth & Retirement Plan Management's SWBI Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Smith & Wesson (SWBI) in Q3 2018, closing a stake of 130 shares — an estimated $1K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SWBI in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q4 2017. 170 funds tracked by Wall St. Rank hold SWBI as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Smith & Wesson position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 130 Smith & Wesson shares in Q3 2018, an estimated $1K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Smith & Wesson in Q4 2017 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Smith & Wesson position peaked at $2K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.