LWAC
SWTX

Laurel Wealth Advisors (California)’s SpringWorks Therapeutics SWTX Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio SWTX Stock Details SWTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,032
Closed -$228K – 749
2022
Q1 		$228K Hold
4,032
– – 0.02% 682
2021
Q4 		$250K Buy
+4,032
New +$267K 0.02% 679

Other funds holding SWTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Laurel Wealth Advisors (California) sold out of SpringWorks Therapeutics (SWTX) in Q2 2022, closing a stake of 4,032 shares — an estimated $228K sold.

Laurel Wealth Advisors (California) first reported a position in SWTX in Q4 2021 and held it in 2 quarters. The position peaked at $250K in Q4 2021. 143 funds tracked by Wall St. Rank hold SWTX as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining SpringWorks Therapeutics position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 4,032 SpringWorks Therapeutics shares in Q2 2022, an estimated $228K.
  • Laurel Wealth Advisors (California) first reported a position in SpringWorks Therapeutics in Q4 2021 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s SpringWorks Therapeutics position peaked at $250K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held SpringWorks Therapeutics as of Q2 2022.

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