Lowe Wealth Advisors’s Smith & Wesson SWBI Stock Holding History

Lowe Wealth Advisors’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
2023 Q3	–	Sell	-400	Closed	-$5.22K	–	356
2023 Q2	$5.22K	Hold	400	–	–	﹤0.01%	264
2023 Q1	$4.92K	Hold	400	–	–	﹤0.01%	255
2022 Q4	$3.47K	Hold	400	–	–	﹤0.01%	274
2022 Q3	$4K	Hold	400	–	–	﹤0.01%	261
2022 Q2	$5K	Hold	400	–	–	﹤0.01%	237
2022 Q1	$6K	Hold	400	–	–	﹤0.01%	235
2021 Q4	$7K	Hold	400	–	–	﹤0.01%	213
2021 Q3	$8K	Hold	400	–	–	﹤0.01%	204
2021 Q2	$14K	Hold	400	–	–	0.01%	164
2021 Q1	$7K	Hold	400	–	–	﹤0.01%	194
2020 Q4	$7K	Hold	400	–	–	﹤0.01%	189
2020 Q3	$6K	Sell	400 -120	-23%	-$2.12K	﹤0.01%	189
2020 Q2	$9K	Buy	+520	New	+$4.83K	0.01%	164
2017 Q4	–	Sell	-531	Closed	-$6K	–	268
2017 Q3	$6K	Buy	+531	New	+$7.49K	﹤0.01%	177
2016 Q4	–	Sell	-531	Closed	-$11K	–	250
2016 Q3	$11K	Hold	531	–	–	0.01%	138
2016 Q2	$11K	Buy	531 +65	+14%	+$1.16K	0.01%	131
2016 Q1	$10K	Hold	466	–	–	0.01%	129
2015 Q4	$8K	Hold	466	–	–	0.01%	139
2015 Q3	$6K	Buy	466 +11	+2%	+$144	﹤0.01%	150
2015 Q2	$6K	Hold	455	–	–	﹤0.01%	148
2015 Q1	$4K	Hold	455	–	–	﹤0.01%	169
2014 Q4	$3K	Buy	+455	New	+$3.42K	﹤0.01%	167

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

PCM

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

Lowe Wealth Advisors's SWBI Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of Smith & Wesson (SWBI) in Q3 2023, closing a stake of 400 shares — an estimated $5.22K sold.

Lowe Wealth Advisors first reported a position in SWBI in Q4 2014 and held it in 22 quarters. The position peaked at $14K in Q2 2021. 169 funds tracked by Wall St. Rank hold SWBI as of Q3 2023.

Lowe Wealth Advisors reported no remaining Smith & Wesson position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 400 Smith & Wesson shares in Q3 2023, an estimated $5.22K.
Lowe Wealth Advisors first reported a position in Smith & Wesson in Q4 2014 and held it in 22 quarters.
Lowe Wealth Advisors's Smith & Wesson position peaked at $14K in Q2 2021.
169 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.