SIA
SWKH

SkyView Investment Advisors’s SWK Holdings SWKH Stock Holding History

SkyView Investment Advisors’s Portfolio SWKH Stock Details SWKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-40,151
Closed -$550K – 340
2024
Q3 		$550K Buy
40,151
+821
+2% +$11.1K 0.09% 169
2024
Q2 		$529K Buy
39,330
+2,819
+8% +$38.4K 0.09% 192
2024
Q1 		$504K Buy
+36,511
New +$491K 0.09% 185
2023
Q4 		– Sell
-33,250
Closed -$415K – 445
2023
Q3 		$415K Buy
33,250
+963
+3% +$12.2K 0.17% 173
2023
Q2 		$428K Buy
32,287
+24,344
+306% +$334K 0.11% 245
2023
Q1 		$112K Buy
+7,943
New +$117K 0.03% 372

Other funds holding SWKH

CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SkyView Investment Advisors's SWKH Position: Q4 2024 in Review

SkyView Investment Advisors sold out of SWK Holdings (SWKH) in Q4 2024, closing a stake of 40,151 shares — an estimated $550K sold.

SkyView Investment Advisors first reported a position in SWKH in Q1 2023 and held it in 6 quarters. The position peaked at $550K in Q3 2024. 52 funds tracked by Wall St. Rank hold SWKH as of Q4 2024.

  • SkyView Investment Advisors reported no remaining SWK Holdings position as of Q4 2024 after selling out during the quarter.
  • SkyView Investment Advisors sold 40,151 SWK Holdings shares in Q4 2024, an estimated $550K.
  • SkyView Investment Advisors first reported a position in SWK Holdings in Q1 2023 and held it in 6 quarters.
  • SkyView Investment Advisors's SWK Holdings position peaked at $550K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held SWK Holdings as of Q4 2024.

Based on SkyView Investment Advisors's 13F filing for Q4 2024, filed 2 Jun 2025.