RE Dickinson Investment Advisors’s Smith & Wesson SWBI Stock Holding History

RE Dickinson 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
2024 Q4	$30K	Hold	300	–	–	﹤0.01%	208
2024 Q3	$3.89K	Hold	300	–	–	﹤0.01%	195
2024 Q2	$4.3K	Hold	300	–	–	﹤0.01%	186
2024 Q1	$5K	Hold	300	–	–	﹤0.01%	184
2023 Q4	$4K	Hold	300	–	–	﹤0.01%	195
2023 Q3	$4K	Hold	300	–	–	﹤0.01%	213
2023 Q2	$4K	Hold	300	–	–	﹤0.01%	302
2023 Q1	$4K	Hold	300	–	–	﹤0.01%	324
2022 Q4	$3K	Hold	300	–	–	﹤0.01%	321
2022 Q3	$3K	Hold	300	–	–	﹤0.01%	207
2022 Q2	$4	Hold	300	–	–	﹤0.01%	221
2022 Q1	$5K	Hold	300	–	–	﹤0.01%	219
2021 Q4	$5K	Buy	+300	New	+$6.19K	﹤0.01%	217

Other funds holding SWBI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

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

Renaissance Technologies

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

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

Geode Capital Management

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

American Century Companies

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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