HHM Wealth Advisors’s Smith & Wesson SWBI Stock Holding History

HHM Wealth Advisors’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
2023 Q4	–	Sell	-200	Closed	-$2.58K	–	814
2023 Q3	$2.58K	Hold	200	–	–	﹤0.01%	698
2023 Q2	$2.61K	Hold	200	–	–	﹤0.01%	718
2023 Q1	$2.46K	Hold	200	–	–	﹤0.01%	711
2022 Q4	$1.74K	Hold	200	–	–	﹤0.01%	618
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	607
2022 Q2	$3K	Buy	+200	New	+$2.9K	﹤0.01%	721

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

HHM Wealth Advisors's SWBI Position: Q4 2023 in Review

HHM Wealth Advisors sold out of Smith & Wesson (SWBI) in Q4 2023, closing a stake of 200 shares — an estimated $2.58K sold.

HHM Wealth Advisors first reported a position in SWBI in Q2 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 179 funds tracked by Wall St. Rank hold SWBI as of Q4 2023.

HHM Wealth Advisors reported no remaining Smith & Wesson position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 200 Smith & Wesson shares in Q4 2023, an estimated $2.58K.
HHM Wealth Advisors first reported a position in Smith & Wesson in Q2 2022 and held it in 6 quarters.
HHM Wealth Advisors's Smith & Wesson position peaked at $3K in Q2 2022.
179 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.