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MorganRosel Wealth Management’s Skyworks Solutions SWKS Stock Holding History

MorganRosel Wealth Management’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,867
Closed -$893K – 87
2021
Q1 		$893K Sell
4,867
-620
-11% -$108K 0.56% 36
2020
Q4 		$839K Buy
5,487
+81
+1% +$11.9K 0.59% 34
2020
Q3 		$787K Buy
5,406
+147
+3% +$20.4K 0.63% 28
2020
Q2 		$672K Buy
5,259
+144
+3% +$16K 0.62% 33
2020
Q1 		$457K Buy
+5,115
New +$546K 0.52% 45

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MorganRosel Wealth Management's SWKS Position: Q2 2021 in Review

MorganRosel Wealth Management sold out of Skyworks Solutions (SWKS) in Q2 2021, closing a stake of 4,867 shares — an estimated $893K sold.

MorganRosel Wealth Management first reported a position in SWKS in Q1 2020 and held it in 5 quarters. The position peaked at $893K in Q1 2021. 1,018 funds tracked by Wall St. Rank hold SWKS as of Q2 2021.

  • MorganRosel Wealth Management reported no remaining Skyworks Solutions position as of Q2 2021 after selling out during the quarter.
  • MorganRosel Wealth Management sold 4,867 Skyworks Solutions shares in Q2 2021, an estimated $893K.
  • MorganRosel Wealth Management first reported a position in Skyworks Solutions in Q1 2020 and held it in 5 quarters.
  • MorganRosel Wealth Management's Skyworks Solutions position peaked at $893K in Q1 2021.
  • 1,018 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2021.

Based on MorganRosel Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.