HighTower Advisors
SWIM icon

HighTower Advisors’s Latham Group SWIM Stock Holding History

HighTower Advisors’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-38,326
Closed -$80K – 3987
2023
Q4 		$80K Sell
38,326
-4,858
-11% -$12K ﹤0.01% 3241
2023
Q3 		$103K Sell
43,184
-670
-2% -$2.42K ﹤0.01% 3099
2023
Q2 		$154K Sell
43,854
-227
-0.5% -$694 ﹤0.01% 2958
2023
Q1 		$109K Buy
44,081
+4,784
+12% +$16.8K ﹤0.01% 2926
2022
Q4 		$114K Sell
39,297
-5,160
-12% -$18.6K ﹤0.01% 2923
2022
Q3 		$150K Sell
44,457
-6,261
-12% -$35.7K ﹤0.01% 2675
2022
Q2 		$351K Buy
50,718
+23,130
+84% +$246K ﹤0.01% 2258
2022
Q1 		$373K Buy
+27,588
New +$459K ﹤0.01% 2364

Other funds holding SWIM

VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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 $127B AUM 43.98% 1-Year Est. Return