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Holistic Financial Partners’s Skyworks Solutions SWKS Stock Holding History

Holistic Financial Partners’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-315
Closed -$32K – 320
2018
Q1 		$32K Sell
315
-75
-19% -$7.8K 0.03% 244
2017
Q4 		$37K Buy
+390
New +$40.7K 0.03% 230

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's SWKS Position: Q2 2018 in Review

Holistic Financial Partners sold out of Skyworks Solutions (SWKS) in Q2 2018, closing a stake of 315 shares — an estimated $32K sold.

Holistic Financial Partners first reported a position in SWKS in Q4 2017 and held it in 2 quarters. The position peaked at $37K in Q4 2017. 717 funds tracked by Wall St. Rank hold SWKS as of Q2 2018.

  • Holistic Financial Partners reported no remaining Skyworks Solutions position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 315 Skyworks Solutions shares in Q2 2018, an estimated $32K.
  • Holistic Financial Partners first reported a position in Skyworks Solutions in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Skyworks Solutions position peaked at $37K in Q4 2017.
  • 717 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.