Sutton Wealth Advisors’s Smith & Wesson SWBI Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$117	Hold	9	–	–	﹤0.01%	852
2023 Q2	$118	Hold	9	–	–	﹤0.01%	846
2023 Q1	$111	Hold	9	–	–	﹤0.01%	795
2022 Q4	$78	Hold	9	–	–	﹤0.01%	1649
2022 Q3	$94	Hold	9	–	–	﹤0.01%	1612
2022 Q2	$119	Hold	9	–	–	﹤0.01%	1606
2022 Q1	$137	Buy	+9	New	+$151	﹤0.01%	1596
2021 Q3	–	Sell	-10	Closed	-$240	–	1313
2021 Q2	$349	Hold	10	–	–	﹤0.01%	1267
2021 Q1	$175	Hold	10	–	–	﹤0.01%	1245
2020 Q4	$178	Hold	10	–	–	﹤0.01%	1223
2020 Q3	$155	Buy	+10	New	+$177	﹤0.01%	1206

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

Sutton Wealth Advisors's SWBI Position: Q3 2023 in Review

Sutton Wealth Advisors held its Smith & Wesson (SWBI) position steady in Q3 2023 at 9 shares worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Sutton Wealth Advisors first reported a position in SWBI in Q3 2020 and has held it in 11 quarters since. The position peaked at $349 in Q2 2021. 169 funds tracked by Wall St. Rank hold SWBI as of Q3 2023.

Sutton Wealth Advisors held 9 shares of Smith & Wesson worth $117 as of Q3 2023.
Sutton Wealth Advisors left its Smith & Wesson share count unchanged in Q3 2023.
Smith & Wesson made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #852 holding.
Sutton Wealth Advisors first reported a position in Smith & Wesson in Q3 2020 and has held it in 11 quarters since.
Sutton Wealth Advisors's Smith & Wesson position peaked at $349 in Q2 2021.
169 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.