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Goodwin Investment Advisory’s Smith & Wesson SWBI Stock Holding History

Goodwin 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
2021
Q1 		– Sell
-130
Closed -$2K – 145
2020
Q4 		$2K Buy
+130
New +$2.15K ﹤0.01% 82

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Dimensional Fund Advisors
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Goodwin Investment Advisory's SWBI Position: Q1 2021 in Review

Goodwin Investment Advisory sold out of Smith & Wesson (SWBI) in Q1 2021, closing a stake of 130 shares — an estimated $2K sold.

Goodwin Investment Advisory first reported a position in SWBI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 217 funds tracked by Wall St. Rank hold SWBI as of Q1 2021.

  • Goodwin Investment Advisory reported no remaining Smith & Wesson position as of Q1 2021 after selling out during the quarter.
  • Goodwin Investment Advisory sold 130 Smith & Wesson shares in Q1 2021, an estimated $2K.
  • Goodwin Investment Advisory first reported a position in Smith & Wesson in Q4 2020 and held it in 1 quarter.
  • Goodwin Investment Advisory's Smith & Wesson position peaked at $2K in Q4 2020.
  • 217 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2021.

Based on Goodwin Investment Advisory's 13F filing for Q1 2021, filed 5 May 2021.