Lake Point Wealth Management’s Smith & Wesson SWBI Stock Holding History

Lake Point 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
2022 Q2	–	Sell	-295	Closed	-$4K	–	509
2022 Q1	$4K	Hold	295	–	–	﹤0.01%	277
2021 Q4	$5K	Buy	+295	New	+$6.09K	﹤0.01%	260

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Lake Point Wealth Management's SWBI Position: Q2 2022 in Review

Lake Point Wealth Management sold out of Smith & Wesson (SWBI) in Q2 2022, closing a stake of 295 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in SWBI in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 223 funds tracked by Wall St. Rank hold SWBI as of Q2 2022.

Lake Point Wealth Management reported no remaining Smith & Wesson position as of Q2 2022 after selling out during the quarter.
Lake Point Wealth Management sold 295 Smith & Wesson shares in Q2 2022, an estimated $4K.
Lake Point Wealth Management first reported a position in Smith & Wesson in Q4 2021 and held it in 2 quarters.
Lake Point Wealth Management's Smith & Wesson position peaked at $5K in Q4 2021.
223 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.