OIA
SWBI icon

Optimum Investment Advisors’s Smith & Wesson SWBI Stock Holding History

Optimum Investment 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
2022
Q2 		– Sell
-272
Closed -$4K – 893
2022
Q1 		$4K Hold
272
– – ﹤0.01% 753
2021
Q4 		$5K Hold
272
– – ﹤0.01% 734
2021
Q3 		$6K Hold
272
– – ﹤0.01% 729
2021
Q2 		$9K Buy
+272
New +$5.69K ﹤0.01% 764

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Optimum Investment Advisors's SWBI Position: Q2 2022 in Review

Optimum Investment Advisors sold out of Smith & Wesson (SWBI) in Q2 2022, closing a stake of 272 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in SWBI in Q2 2021 and held it in 4 quarters. The position peaked at $9K in Q2 2021. 223 funds tracked by Wall St. Rank hold SWBI as of Q2 2022.

  • Optimum Investment Advisors reported no remaining Smith & Wesson position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 272 Smith & Wesson shares in Q2 2022, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Smith & Wesson in Q2 2021 and held it in 4 quarters.
  • Optimum Investment Advisors's Smith & Wesson position peaked at $9K in Q2 2021.
  • 223 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.