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

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

VVP

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

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

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

Sugarloaf Wealth Management's SWKS Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Skyworks Solutions (SWKS) in Q2 2023, closing a stake of 250 shares — an estimated $29.5K sold.

Sugarloaf Wealth Management first reported a position in SWKS in Q4 2019 and held it in 14 quarters. The position peaked at $48K in Q2 2021. 890 funds tracked by Wall St. Rank hold SWKS as of Q2 2023.

Sugarloaf Wealth Management reported no remaining Skyworks Solutions position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 250 Skyworks Solutions shares in Q2 2023, an estimated $29.5K.
Sugarloaf Wealth Management first reported a position in Skyworks Solutions in Q4 2019 and held it in 14 quarters.
Sugarloaf Wealth Management's Skyworks Solutions position peaked at $48K in Q2 2021.
890 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.