Kingsview Wealth Management’s Smith & Wesson SWBI Stock Holding History

Kingsview Wealth Management’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
2024 Q4	–	Sell	-10,033	Closed	-$130K	–	1184
2024 Q3	$130K	Hold	10,033	–	–	﹤0.01%	1061
2024 Q2	$144K	Sell	10,033 -247	-2%	-$4.06K	﹤0.01%	1011
2024 Q1	$178K	Hold	10,280	–	–	﹤0.01%	977
2023 Q4	$139K	Buy	10,280 +247	+2%	+$3.4K	﹤0.01%	923
2023 Q3	$130K	Hold	10,033	–	–	﹤0.01%	908
2023 Q2	$131K	Sell	10,033 -661	-6%	-$8.06K	0.01%	876
2023 Q1	$132K	Buy	+10,694	New	+$114K	0.01%	848
2022 Q1	–	Sell	-12,317	Closed	-$219K	–	1005
2021 Q4	$219K	Sell	12,317 -8,003	-39%	-$165K	0.01%	836
2021 Q3	$422K	Buy	20,320 +8,607	+73%	+$207K	0.02%	596
2021 Q2	$415K	Sell	11,713 -63	-0.5%	-$1.32K	0.02%	611
2021 Q1	$214K	Sell	11,776 -8,546	-42%	-$155K	0.01%	754
2020 Q4	$361K	Buy	+20,322	New	+$336K	0.03%	517

Other funds holding SWBI

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Kingsview Wealth Management's SWBI Position: Q4 2024 in Review

Kingsview Wealth Management sold out of Smith & Wesson (SWBI) in Q4 2024, closing a stake of 10,033 shares — an estimated $130K sold.

Kingsview Wealth Management first reported a position in SWBI in Q4 2020 and held it in 12 quarters. The position peaked at $422K in Q3 2021. 182 funds tracked by Wall St. Rank hold SWBI as of Q4 2024.

Kingsview Wealth Management reported no remaining Smith & Wesson position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 10,033 Smith & Wesson shares in Q4 2024, an estimated $130K.
Kingsview Wealth Management first reported a position in Smith & Wesson in Q4 2020 and held it in 12 quarters.
Kingsview Wealth Management's Smith & Wesson position peaked at $422K in Q3 2021.
182 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.