ISWM
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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

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWLP
Prio Wealth Limited Partnership Boston, Massachusetts $3.41B AUM 44.09% 1-Year Est. Return