Gradient Investments’s Smith & Wesson SWBI Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-230	Closed	-$3.3K	–	1162
2024 Q2	$3.3K	Buy	230 +200	+667%	+$3.28K	﹤0.01%	915
2024 Q1	$521	Sell	30 -50	-63%	-$721	﹤0.01%	1008
2023 Q4	$1.08K	Buy	80 +50	+167%	+$688	﹤0.01%	1398
2023 Q3	$387	Hold	30	–	–	﹤0.01%	1602
2023 Q2	$391	Hold	30	–	–	﹤0.01%	1569
2023 Q1	$369	Hold	30	–	–	﹤0.01%	1317
2022 Q4	$260	Hold	30	–	–	﹤0.01%	1350
2022 Q3	$0	Hold	30	–	–	﹤0.01%	1531
2022 Q2	$0	Hold	30	–	–	﹤0.01%	1374
2022 Q1	$0	Hold	30	–	–	﹤0.01%	1331
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	1187
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	1107
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	1107
2021 Q1	$1K	Buy	+30	New	+$546	﹤0.01%	1108
2013 Q4	–	Sell	-30	Closed	–	–	658
2013 Q3	$0	Hold	30	–	–	﹤0.01%	585
2013 Q2	$0	Buy	+30	New	+$209	﹤0.01%	492

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Gradient Investments's SWBI Position: Q3 2024 in Review

Gradient Investments sold out of Smith & Wesson (SWBI) in Q3 2024, closing a stake of 230 shares — an estimated $3.3K sold.

Gradient Investments first reported a position in SWBI in Q2 2013 and held it in 16 quarters. The position peaked at $3.3K in Q2 2024. 190 funds tracked by Wall St. Rank hold SWBI as of Q3 2024.

Gradient Investments reported no remaining Smith & Wesson position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 230 Smith & Wesson shares in Q3 2024, an estimated $3.3K.
Gradient Investments first reported a position in Smith & Wesson in Q2 2013 and held it in 16 quarters.
Gradient Investments's Smith & Wesson position peaked at $3.3K in Q2 2024.
190 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.