IWP
SNN icon

Icon Wealth Partners’s Smith & Nephew SNN Stock Holding History

Icon Wealth Partners’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-275
Closed -$11K – 671
2019
Q1 		$11K Buy
+275
New +$10.6K ﹤0.01% 654
2018
Q3 		– Sell
-619
Closed -$23K – 652
2018
Q2 		$23K Buy
+619
New +$23K 0.01% 558
2018
Q1 		– Sell
-3,430
Closed -$120K – 650
2017
Q4 		$120K Buy
+3,430
New +$125K 0.06% 244

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Foresters Investment Management New York $5.05B AUM 5.06% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Icon Wealth Partners's SNN Position: Q2 2019 in Review

Icon Wealth Partners sold out of Smith & Nephew (SNN) in Q2 2019, closing a stake of 275 shares — an estimated $11K sold.

Icon Wealth Partners first reported a position in SNN in Q4 2017 and held it in 3 quarters. The position peaked at $120K in Q4 2017. 228 funds tracked by Wall St. Rank hold SNN as of Q2 2019.

  • Icon Wealth Partners reported no remaining Smith & Nephew position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 275 Smith & Nephew shares in Q2 2019, an estimated $11K.
  • Icon Wealth Partners first reported a position in Smith & Nephew in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Smith & Nephew position peaked at $120K in Q4 2017.
  • 228 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.