SWM
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Sugarloaf Wealth Management’s Smith & Wesson SWBI Stock Holding History

Sugarloaf 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
2020
Q1 		– Sell
-260
Closed -$2K – 735
2019
Q4 		$2K Buy
+260
New +$1.58K ﹤0.01% 646

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
State Street
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Charles Schwab
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sugarloaf Wealth Management's SWBI Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of Smith & Wesson (SWBI) in Q1 2020, closing a stake of 260 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in SWBI in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 155 funds tracked by Wall St. Rank hold SWBI as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining Smith & Wesson position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 260 Smith & Wesson shares in Q1 2020, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Smith & Wesson in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Smith & Wesson position peaked at $2K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.