Lumature Wealth Partners’s Smith & Wesson SWBI Stock Holding History

Lumature Wealth Partners’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 Q2	–	Sell	-25	Closed	-$308	–	404
2023 Q1	$308	Buy	+25	New	+$267	﹤0.01%	379

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

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

Lumature Wealth Partners's SWBI Position: Q2 2023 in Review

Lumature Wealth Partners sold out of Smith & Wesson (SWBI) in Q2 2023, closing a stake of 25 shares — an estimated $308 sold.

Lumature Wealth Partners first reported a position in SWBI in Q1 2023 and held it in 1 quarter. The position peaked at $308 in Q1 2023. 164 funds tracked by Wall St. Rank hold SWBI as of Q2 2023.

Lumature Wealth Partners reported no remaining Smith & Wesson position as of Q2 2023 after selling out during the quarter.
Lumature Wealth Partners sold 25 Smith & Wesson shares in Q2 2023, an estimated $308.
Lumature Wealth Partners first reported a position in Smith & Wesson in Q1 2023 and held it in 1 quarter.
Lumature Wealth Partners's Smith & Wesson position peaked at $308 in Q1 2023.
164 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.