Sugarloaf Wealth Management’s Skyworks Solutions SWKS Stock Holding History

Sugarloaf Wealth Management’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 Q2	–	Sell	-250	Closed	-$29.5K	–	712
2023 Q1	$29.5K	Hold	250	–	–	0.01%	350
2022 Q4	$22.8K	Hold	250	–	–	0.01%	388
2022 Q3	$22K	Hold	250	–	–	0.01%	415
2022 Q2	$23K	Hold	250	–	–	0.01%	402
2022 Q1	$33K	Hold	250	–	–	0.01%	336
2021 Q4	$39K	Hold	250	–	–	0.01%	325
2021 Q3	$41K	Hold	250	–	–	0.01%	306
2021 Q2	$48K	Hold	250	–	–	0.01%	274
2021 Q1	$46	Hold	250	–	–	0.01%	283
2020 Q4	$38K	Hold	250	–	–	0.01%	283
2020 Q3	$36K	Hold	250	–	–	0.01%	274
2020 Q2	$32K	Hold	250	–	–	0.01%	293
2020 Q1	$22K	Hold	250	–	–	0.01%	317
2019 Q4	$30K	Buy	+250	New	+$24.6K	0.01%	311

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

Fidelity Investments

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

Victory Capital Management

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

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return