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Ritholtz Wealth Management’s Smith & Wesson SWBI Stock Holding History

Ritholtz Wealth Management’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
2022
Q1 		– Sell
-14,216
Closed -$253K – 612
2021
Q4 		$253K Buy
+14,216
New +$293K 0.02% 448

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Ritholtz Wealth Management's SWBI Position: Q1 2022 in Review

Ritholtz Wealth Management sold out of Smith & Wesson (SWBI) in Q1 2022, closing a stake of 14,216 shares — an estimated $253K sold.

Ritholtz Wealth Management first reported a position in SWBI in Q4 2021 and held it in 1 quarter. The position peaked at $253K in Q4 2021. 223 funds tracked by Wall St. Rank hold SWBI as of Q1 2022.

  • Ritholtz Wealth Management reported no remaining Smith & Wesson position as of Q1 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 14,216 Smith & Wesson shares in Q1 2022, an estimated $253K.
  • Ritholtz Wealth Management first reported a position in Smith & Wesson in Q4 2021 and held it in 1 quarter.
  • Ritholtz Wealth Management's Smith & Wesson position peaked at $253K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2022.

Based on Ritholtz Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.