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Personal CFO Solutions’s Smith & Nephew SNN Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-20,732
Closed -$786K – 464
2021
Q1 		$786K Buy
20,732
+487
+2% +$20.1K 0.17% 114
2020
Q4 		$854K Sell
20,245
-1,099
-5% -$43.5K 0.21% 102
2020
Q3 		$1M Sell
21,344
-3,984
-16% -$160K 0.33% 118
2020
Q2 		$966K Buy
25,328
+5,557
+28% +$220K 0.29% 79
2020
Q1 		$709K Buy
19,771
+2,007
+11% +$88.9K 0.25% 89
2019
Q4 		$852K Buy
17,764
+12,977
+271% +$586K 0.24% 87
2019
Q3 		$230K Buy
+4,787
New +$220K 0.09% 253

Other funds holding SNN

NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Personal CFO Solutions's SNN Position: Q2 2021 in Review

Personal CFO Solutions sold out of Smith & Nephew (SNN) in Q2 2021, closing a stake of 20,732 shares — an estimated $786K sold.

Personal CFO Solutions first reported a position in SNN in Q3 2019 and held it in 7 quarters. The position peaked at $1M in Q3 2020. 230 funds tracked by Wall St. Rank hold SNN as of Q2 2021.

  • Personal CFO Solutions reported no remaining Smith & Nephew position as of Q2 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 20,732 Smith & Nephew shares in Q2 2021, an estimated $786K.
  • Personal CFO Solutions first reported a position in Smith & Nephew in Q3 2019 and held it in 7 quarters.
  • Personal CFO Solutions's Smith & Nephew position peaked at $1M in Q3 2020.
  • 230 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2021.

Based on Personal CFO Solutions's 13F filing for Q2 2021, filed 22 Jul 2021.