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Independent Advisor Alliance’s Smith & Nephew SNN Stock Holding History

Independent Advisor Alliance’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
2020
Q3 		– Sell
-5,437
Closed -$207K – 530
2020
Q2 		$207K Sell
5,437
-500
-8% -$19.8K 0.02% 437
2020
Q1 		$213K Buy
+5,937
New +$263K 0.03% 350

Other funds holding SNN

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's SNN Position: Q3 2020 in Review

Independent Advisor Alliance sold out of Smith & Nephew (SNN) in Q3 2020, closing a stake of 5,437 shares — an estimated $207K sold.

Independent Advisor Alliance first reported a position in SNN in Q1 2020 and held it in 2 quarters. The position peaked at $213K in Q1 2020. 216 funds tracked by Wall St. Rank hold SNN as of Q3 2020.

  • Independent Advisor Alliance reported no remaining Smith & Nephew position as of Q3 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,437 Smith & Nephew shares in Q3 2020, an estimated $207K.
  • Independent Advisor Alliance first reported a position in Smith & Nephew in Q1 2020 and held it in 2 quarters.
  • Independent Advisor Alliance's Smith & Nephew position peaked at $213K in Q1 2020.
  • 216 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.