Independent Solutions Wealth Management’s Smith & Nephew SNN Stock Holding History

Independent Solutions Wealth Management’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
2022 Q2	–	Sell	-7,244	Closed	-$231K	–	244
2022 Q1	$231K	Sell	7,244 -500	-6%	-$16.8K	0.05%	199
2021 Q4	$268K	Sell	7,744 -18,735	-71%	-$643K	0.06%	190
2021 Q3	$909K	Sell	26,479 -437	-2%	-$17.2K	0.23%	93
2021 Q2	$1.17M	Sell	26,916 -374	-1%	-$15.7K	0.28%	87
2021 Q1	$1.03M	Buy	27,290 +1,421	+5%	+$58.7K	0.28%	80
2020 Q4	$1.09M	Buy	25,869 +4,390	+20%	+$174K	0.34%	65
2020 Q3	$840K	Buy	21,479 +9,383	+78%	+$378K	0.32%	61
2020 Q2	$461K	Buy	+12,096	New	+$479K	0.2%	94

Other funds holding SNN

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Solutions Wealth Management's SNN Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Smith & Nephew (SNN) in Q2 2022, closing a stake of 7,244 shares — an estimated $231K sold.

Independent Solutions Wealth Management first reported a position in SNN in Q2 2020 and held it in 8 quarters. The position peaked at $1.17M in Q2 2021. 207 funds tracked by Wall St. Rank hold SNN as of Q2 2022.

Independent Solutions Wealth Management reported no remaining Smith & Nephew position as of Q2 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 7,244 Smith & Nephew shares in Q2 2022, an estimated $231K.
Independent Solutions Wealth Management first reported a position in Smith & Nephew in Q2 2020 and held it in 8 quarters.
Independent Solutions Wealth Management's Smith & Nephew position peaked at $1.17M in Q2 2021.
207 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.