TCWP’s Smith & Nephew SNN Stock Holding History

TCWP’s Portfolio SNN Stock Details SNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-82	Closed	-$2K	–	1516
2022 Q1	$2K	Buy	+82	New	+$2.75K	﹤0.01%	1381

Other funds holding SNN

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWLP

Prio Wealth Limited Partnership Boston, Massachusetts $3.41B AUM 44.09% 1-Year Est. Return

TCWP's SNN Position: Q2 2022 in Review

TCWP sold out of Smith & Nephew (SNN) in Q2 2022, closing a stake of 82 shares — an estimated $2K sold.

TCWP first reported a position in SNN in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 207 funds tracked by Wall St. Rank hold SNN as of Q2 2022.

TCWP reported no remaining Smith & Nephew position as of Q2 2022 after selling out during the quarter.
TCWP sold 82 Smith & Nephew shares in Q2 2022, an estimated $2K.
TCWP first reported a position in Smith & Nephew in Q1 2022 and held it in 1 quarter.
TCWP's Smith & Nephew position peaked at $2K in Q1 2022.
207 funds tracked by Wall St. Rank held Smith & Nephew as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.