Planning Capital Management Corporation’s Smith & Wesson SWBI Stock Holding History

Planning Capital Management Corporation’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
2024 Q3	$2.14K	Buy	+165	New	+$2.38K	﹤0.01%	580

Other funds holding SWBI

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Planning Capital Management Corporation's SWBI Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in Smith & Wesson (SWBI) in Q3 2024: 165 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings.

190 funds tracked by Wall St. Rank hold SWBI as of Q3 2024.

Planning Capital Management Corporation held 165 shares of Smith & Wesson worth $2.14K as of Q3 2024.
Smith & Wesson was a new Planning Capital Management Corporation position in Q3 2024.
Smith & Wesson made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #580 holding.
190 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.