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Laurel Wealth Advisors (California)’s Latham Group SWIM Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25,137
Closed -$333K – 748
2022
Q1 		$333K Hold
25,137
– – 0.03% 552
2021
Q4 		$629K Buy
+25,137
New +$498K 0.05% 376

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BlackRock
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FAM
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AAM
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Russell Investments Group
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SWIM Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Latham Group (SWIM) in Q2 2022, closing a stake of 25,137 shares — an estimated $333K sold.

Laurel Wealth Advisors (California) first reported a position in SWIM in Q4 2021 and held it in 2 quarters. The position peaked at $629K in Q4 2021. 126 funds tracked by Wall St. Rank hold SWIM as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Latham Group position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 25,137 Latham Group shares in Q2 2022, an estimated $333K.
  • Laurel Wealth Advisors (California) first reported a position in Latham Group in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s Latham Group position peaked at $629K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held Latham Group as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.