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Rise Advisors’s Smith & Wesson SWBI Stock Holding History

Rise 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 		– Sell
-73
Closed -$943 – 1212
2024
Q3 		$943 Buy
73
+1
+1% +$14 ﹤0.01% 1165
2024
Q2 		$1.03K Hold
72
– – ﹤0.01% 1161
2024
Q1 		$1.24K Buy
72
+1
+1% +$14 ﹤0.01% 1171
2023
Q4 		$961 Sell
71
-99
-58% -$1.36K ﹤0.01% 524
2023
Q3 		$2.2K Buy
170
+1
+0.6% +$12 ﹤0.01% 456
2023
Q2 		$2.2K Sell
169
-159
-48% -$1.94K ﹤0.01% 504
2023
Q1 		$4.04K Buy
328
+7
+2% +$75 ﹤0.01% 484
2022
Q4 		$2.79K Buy
321
+3
+0.9% +$32 ﹤0.01% 517
2022
Q3 		$3K Buy
318
+2
+0.6% +$26 ﹤0.01% 512
2022
Q2 		$4K Hold
316
– – ﹤0.01% 483
2022
Q1 		$5K Buy
316
+98
+45% +$1.65K ﹤0.01% 435
2021
Q4 		$3.89K Buy
+218
New +$4.5K ﹤0.01% 442

Other funds holding SWBI

BlackRock
BlackRock New York $5.72T 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
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
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
PCM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Rise Advisors's SWBI Position: Q4 2024 in Review

Rise Advisors sold out of Smith & Wesson (SWBI) in Q4 2024, closing a stake of 73 shares — an estimated $943 sold.

Rise Advisors first reported a position in SWBI in Q4 2021 and held it in 12 quarters. The position peaked at $5K in Q1 2022. 182 funds tracked by Wall St. Rank hold SWBI as of Q4 2024.

  • Rise Advisors reported no remaining Smith & Wesson position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 73 Smith & Wesson shares in Q4 2024, an estimated $943.
  • Rise Advisors first reported a position in Smith & Wesson in Q4 2021 and held it in 12 quarters.
  • Rise Advisors's Smith & Wesson position peaked at $5K in Q1 2022.
  • 182 funds tracked by Wall St. Rank held Smith & Wesson as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.