San Luis Wealth Advisors’s Skyworks Solutions SWKS Stock Holding History

San Luis Wealth Advisors’s Portfolio SWKS Stock Details SWKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,359	Closed	-$430K	–	75
2023 Q3	$430K	Sell	4,359 -9,314	-68%	-$991K	0.21%	40
2023 Q2	$1.51M	Sell	13,673 -2,193	-14%	-$231K	0.53%	47
2023 Q1	$1.87M	Sell	15,866 -7,093	-31%	-$786K	0.72%	31
2022 Q4	$2.09M	Buy	22,959 +14,941	+186%	+$1.34M	1.95%	17
2022 Q3	$684K	Buy	+8,018	New	+$820K	0.72%	40
2022 Q2	–	Sell	-35	Closed	-$5K	–	379
2022 Q1	$5K	Buy	+35	New	+$4.91K	﹤0.01%	405

Other funds holding SWKS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

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

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return