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Jeppson Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Jeppson Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-74
Closed -$11K – 407
2020
Q3 		$11K Buy
+74
New +$10.3K 0.01% 388

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jeppson Wealth Management's SWKS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Skyworks Solutions (SWKS) in Q4 2020, closing a stake of 74 shares — an estimated $11K sold.

Jeppson Wealth Management first reported a position in SWKS in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 974 funds tracked by Wall St. Rank hold SWKS as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Skyworks Solutions position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 74 Skyworks Solutions shares in Q4 2020, an estimated $11K.
  • Jeppson Wealth Management first reported a position in Skyworks Solutions in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Skyworks Solutions position peaked at $11K in Q3 2020.
  • 974 funds tracked by Wall St. Rank held Skyworks Solutions as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.