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Nalls Sherbakoff Group’s Smith & Wesson SWBI Stock Holding History

Nalls Sherbakoff Group’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
Q4 		$9 Buy
+1
New +$14 ﹤0.01% 460

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nalls Sherbakoff Group's SWBI Position: Q4 2023 in Review

Nalls Sherbakoff Group opened a new position in Smith & Wesson (SWBI) in Q4 2023: 1 share worth $9. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings.

179 funds tracked by Wall St. Rank hold SWBI as of Q4 2023.

  • Nalls Sherbakoff Group held 1 share of Smith & Wesson worth $9 as of Q4 2023.
  • Smith & Wesson was a new Nalls Sherbakoff Group position in Q4 2023.
  • Smith & Wesson made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #460 holding.
  • 179 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.