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Householder Group Estate & Retirement Specialist’s Smith & Wesson SWBI Stock Holding History

Householder Group Estate & Retirement Specialist’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
-77
Closed -$1K – 1320
2024
Q2 		$1K Hold
77
– – ﹤0.01% 1159
2024
Q1 		$1.34K Buy
+77
New +$1.11K ﹤0.01% 1096

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCM
Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SWBI Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Smith & Wesson (SWBI) in Q3 2024, closing a stake of 77 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in SWBI in Q1 2024 and held it in 2 quarters. The position peaked at $1.34K in Q1 2024. 190 funds tracked by Wall St. Rank hold SWBI as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Smith & Wesson position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 77 Smith & Wesson shares in Q3 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Smith & Wesson in Q1 2024 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Smith & Wesson position peaked at $1.34K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.