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Pathstone Family Office’s Smith & Nephew SNN Stock Holding History

Pathstone Family Office’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,616
Closed -$68K – 1251
2020
Q4 		$68K Buy
+1,616
New +$64K ﹤0.01% 462
2017
Q3 		– Sell
-1,039
Closed -$36K – 315
2017
Q2 		$36K Buy
+1,039
New +$35.2K 0.02% 230

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Family Office's SNN Position: Q1 2021 in Review

Pathstone Family Office sold out of Smith & Nephew (SNN) in Q1 2021, closing a stake of 1,616 shares — an estimated $68K sold.

Pathstone Family Office first reported a position in SNN in Q2 2017 and held it in 2 quarters. The position peaked at $68K in Q4 2020. 237 funds tracked by Wall St. Rank hold SNN as of Q1 2021.

  • Pathstone Family Office reported no remaining Smith & Nephew position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 1,616 Smith & Nephew shares in Q1 2021, an estimated $68K.
  • Pathstone Family Office first reported a position in Smith & Nephew in Q2 2017 and held it in 2 quarters.
  • Pathstone Family Office's Smith & Nephew position peaked at $68K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Smith & Nephew as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.