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Global Wealth Management Investment Advisory’s Smith & Wesson SWBI Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-10
Closed – – 614
2020
Q2 		$0 Hold
10
– – ﹤0.01% 671
2020
Q1 		$0 Hold
10
– – ﹤0.01% 660
2019
Q4 		$0 Hold
10
– – ﹤0.01% 713
2019
Q3 		$0 Hold
10
– – ﹤0.01% 728
2019
Q2 		$0 Hold
10
– – ﹤0.01% 783
2019
Q1 		$0 Hold
10
– – ﹤0.01% 761
2018
Q4 		$0 Buy
+10
New +$104 ﹤0.01% 725

Other funds holding SWBI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's SWBI Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Smith & Wesson (SWBI) in Q3 2020, closing a stake of 10 shares.

Global Wealth Management Investment Advisory first reported a position in SWBI in Q4 2018 and held it in 7 quarters. The position peaked at $0 in Q2 2020. 200 funds tracked by Wall St. Rank hold SWBI as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Smith & Wesson position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 10 Smith & Wesson shares in Q3 2020.
  • Global Wealth Management Investment Advisory first reported a position in Smith & Wesson in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Smith & Wesson position peaked at $0 in Q2 2020.
  • 200 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.