OIA
SWKH

OneDigital Investment Advisors’s SWK Holdings SWKH Stock Holding History

OneDigital Investment Advisors’s Portfolio SWKH Stock Details SWKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-25,429
Closed -$348K – 1512
2024
Q3 		$348K Buy
25,429
+358
+1% +$4.86K ﹤0.01% 1087
2024
Q2 		$338K Buy
25,071
+2,914
+13% +$39.7K ﹤0.01% 1051
2024
Q1 		$306K Buy
22,157
+536
+2% +$7.21K ﹤0.01% 905
2023
Q4 		$300K Sell
21,621
-776
-3% -$10.1K 0.01% 907
2023
Q3 		$280K Buy
22,397
+166
+0.7% +$2.1K 0.01% 831
2023
Q2 		$295K Buy
+22,231
New +$305K 0.01% 834

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OneDigital Investment Advisors's SWKH Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of SWK Holdings (SWKH) in Q4 2024, closing a stake of 25,429 shares — an estimated $348K sold.

OneDigital Investment Advisors first reported a position in SWKH in Q2 2023 and held it in 6 quarters. The position peaked at $348K in Q3 2024. 52 funds tracked by Wall St. Rank hold SWKH as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining SWK Holdings position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 25,429 SWK Holdings shares in Q4 2024, an estimated $348K.
  • OneDigital Investment Advisors first reported a position in SWK Holdings in Q2 2023 and held it in 6 quarters.
  • OneDigital Investment Advisors's SWK Holdings position peaked at $348K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held SWK Holdings as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.