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Patriot Financial Group Insurance Agency’s Smith & Nephew SNN Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-360
Closed -$10K – 1726
2022
Q2 		$10K Sell
360
-24
-6% -$746 ﹤0.01% 1256
2022
Q1 		$12K Buy
384
+356
+1,271% +$11.9K ﹤0.01% 1297
2021
Q4 		$1K Sell
28
-458
-94% -$15.7K ﹤0.01% 2081
2021
Q3 		$17K Buy
486
+36
+8% +$1.42K ﹤0.01% 1296
2021
Q2 		$20K Sell
450
-25
-5% -$1.05K ﹤0.01% 1182
2021
Q1 		$18K Buy
475
+162
+52% +$6.69K ﹤0.01% 1149
2020
Q4 		$13K Hold
313
– – ﹤0.01% 1139
2020
Q3 		$12K Sell
313
-410
-57% -$16.5K ﹤0.01% 982
2020
Q2 		$28K Buy
723
+346
+92% +$13.7K 0.01% 663
2020
Q1 		$14K Buy
377
+374
+12,467% +$16.6K 0.01% 759
2019
Q4 		$0 Buy
+3
New +$135 ﹤0.01% 1437
2019
Q3 		– Sell
-100
Closed -$4K – 1451
2019
Q2 		$4K Buy
+100
New +$4.14K ﹤0.01% 1005

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SNN Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Smith & Nephew (SNN) in Q3 2022, closing a stake of 360 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in SNN in Q2 2019 and held it in 12 quarters. The position peaked at $28K in Q2 2020. 195 funds tracked by Wall St. Rank hold SNN as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Smith & Nephew position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 360 Smith & Nephew shares in Q3 2022, an estimated $10K.
  • Patriot Financial Group Insurance Agency first reported a position in Smith & Nephew in Q2 2019 and held it in 12 quarters.
  • Patriot Financial Group Insurance Agency's Smith & Nephew position peaked at $28K in Q2 2020.
  • 195 funds tracked by Wall St. Rank held Smith & Nephew as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.