Lloyd Advisory Services’s Smith & Wesson SWBI Stock Holding History

Lloyd Advisory Services’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
2021 Q1	–	Sell	-35	Closed	-$1K	–	410
2020 Q4	$1K	Buy	+35	New	+$579	﹤0.01%	348

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

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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lloyd Advisory Services's SWBI Position: Q1 2021 in Review

Lloyd Advisory Services sold out of Smith & Wesson (SWBI) in Q1 2021, closing a stake of 35 shares — an estimated $1K sold.

Lloyd Advisory Services first reported a position in SWBI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 217 funds tracked by Wall St. Rank hold SWBI as of Q1 2021.

Lloyd Advisory Services reported no remaining Smith & Wesson position as of Q1 2021 after selling out during the quarter.
Lloyd Advisory Services sold 35 Smith & Wesson shares in Q1 2021, an estimated $1K.
Lloyd Advisory Services first reported a position in Smith & Wesson in Q4 2020 and held it in 1 quarter.
Lloyd Advisory Services's Smith & Wesson position peaked at $1K in Q4 2020.
217 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2021.

Based on Lloyd Advisory Services's 13F filing for Q1 2021, filed 4 May 2021.