IronBridge Private Wealth’s Smith & Wesson SWBI Stock Holding History

IronBridge Private Wealth’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
2022 Q1	–	Sell	-202	Closed	-$4K	–	265
2021 Q4	$4K	Hold	202	–	–	﹤0.01%	253
2021 Q3	$4K	Hold	202	–	–	﹤0.01%	229
2021 Q2	$7K	Hold	202	–	–	﹤0.01%	187
2021 Q1	$4K	Hold	202	–	–	﹤0.01%	237
2020 Q4	$4K	Buy	+202	New	+$3.34K	﹤0.01%	215

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

IronBridge Private Wealth's SWBI Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Smith & Wesson (SWBI) in Q1 2022, closing a stake of 202 shares — an estimated $4K sold.

IronBridge Private Wealth first reported a position in SWBI in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q2 2021. 223 funds tracked by Wall St. Rank hold SWBI as of Q1 2022.

IronBridge Private Wealth reported no remaining Smith & Wesson position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 202 Smith & Wesson shares in Q1 2022, an estimated $4K.
IronBridge Private Wealth first reported a position in Smith & Wesson in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Smith & Wesson position peaked at $7K in Q2 2021.
223 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.