Ten Capital Wealth Advisors’s Smith & Wesson SWBI Stock Holding History

Ten Capital 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 Q1	–	Sell	-185	Closed	-$1.61K	–	653
2022 Q4	$1.61K	Sell	185 -30	-14%	-$316	﹤0.01%	451
2022 Q3	$2K	Hold	215	–	–	﹤0.01%	494
2022 Q2	$3K	Hold	215	–	–	﹤0.01%	375
2022 Q1	$3K	Sell	215 -285	-57%	-$4.79K	﹤0.01%	415
2021 Q4	$9K	Hold	500	–	–	﹤0.01%	312
2021 Q3	$10K	Hold	500	–	–	﹤0.01%	273
2021 Q2	$17K	Buy	+500	New	+$10.5K	﹤0.01%	261

Other funds holding SWBI

BlackRock New York $6.73T AUM 46.02% 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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ten Capital Wealth Advisors's SWBI Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Smith & Wesson (SWBI) in Q1 2023, closing a stake of 185 shares — an estimated $1.61K sold.

Ten Capital Wealth Advisors first reported a position in SWBI in Q2 2021 and held it in 7 quarters. The position peaked at $17K in Q2 2021. 169 funds tracked by Wall St. Rank hold SWBI as of Q1 2023.

Ten Capital Wealth Advisors reported no remaining Smith & Wesson position as of Q1 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 185 Smith & Wesson shares in Q1 2023, an estimated $1.61K.
Ten Capital Wealth Advisors first reported a position in Smith & Wesson in Q2 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's Smith & Wesson position peaked at $17K in Q2 2021.
169 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.