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Sowell Financial Services’s Smith & Wesson SWBI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,776
Closed -$54K – 2455
2021
Q1 		$54K Buy
2,776
+226
+9% +$4.11K ﹤0.01% 1622
2020
Q4 		$45K Buy
2,550
+1,200
+89% +$19.8K ﹤0.01% 1437
2020
Q3 		$21K Sell
1,350
-391
-22% -$6.91K ﹤0.01% 1548
2020
Q2 		$29K Buy
1,741
+1,702
+4,364% +$15.8K ﹤0.01% 1343
2020
Q1 		$0 Hold
39
– – ﹤0.01% 2679
2019
Q4 		$0 Hold
39
– – ﹤0.01% 2653
2019
Q3 		$0 Buy
+39
New +$235 ﹤0.01% 2457

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State Street
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Two Sigma Investments
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Two Sigma Advisers
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sowell Financial Services's SWBI Position: Q2 2021 in Review

Sowell Financial Services sold out of Smith & Wesson (SWBI) in Q2 2021, closing a stake of 2,776 shares — an estimated $54K sold.

Sowell Financial Services first reported a position in SWBI in Q3 2019 and held it in 7 quarters. The position peaked at $54K in Q1 2021. 251 funds tracked by Wall St. Rank hold SWBI as of Q2 2021.

  • Sowell Financial Services reported no remaining Smith & Wesson position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,776 Smith & Wesson shares in Q2 2021, an estimated $54K.
  • Sowell Financial Services first reported a position in Smith & Wesson in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Smith & Wesson position peaked at $54K in Q1 2021.
  • 251 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.