Tower View Wealth Management’s Smith & Wesson SWBI Stock Holding History

Tower View Wealth Management’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
2024 Q2	–	Sell	-409	Closed	-$7.11K	–	199
2024 Q1	$7.11K	Buy	409 +3	+0.7%	+$43	﹤0.01%	145
2023 Q4	$6K	Buy	406 +4	+1%	+$55	﹤0.01%	143
2023 Q3	$5K	Buy	402 +4	+1%	+$50	﹤0.01%	145
2023 Q2	$5K	Hold	398	–	–	﹤0.01%	147
2023 Q1	$5K	Buy	398 +7	+2%	+$75	﹤0.01%	133
2022 Q4	$3K	Buy	391 +4	+1%	+$42	﹤0.01%	150
2022 Q3	$4K	Buy	387 +3	+0.8%	+$40	﹤0.01%	147
2022 Q2	$5K	Buy	384 +2	+0.5%	+$29	﹤0.01%	139
2022 Q1	$6K	Buy	382 +1	+0.3%	+$17	﹤0.01%	161
2021 Q4	$7K	Hold	381	–	–	﹤0.01%	168
2021 Q3	$8K	Buy	381 +3	+0.8%	+$72	﹤0.01%	193
2021 Q2	$13K	Buy	378 +1	+0.3%	+$21	0.01%	118
2021 Q1	$7K	Sell	377 -350	-48%	-$6.37K	﹤0.01%	151
2020 Q4	$13K	Buy	727 +2	+0.3%	+$33	0.01%	119
2020 Q3	$11K	Sell	725 -218	-23%	-$3.85K	0.01%	104
2020 Q2	$16K	Sell	943 -540	-36%	-$5.02K	0.01%	93
2020 Q1	$9K	Hold	1,483	–	–	0.01%	92
2019 Q4	$11K	Buy	1,483 +995	+204%	+$6.07K	0.01%	111
2019 Q3	$2K	Hold	488	–	–	﹤0.01%	129
2019 Q2	$3K	Hold	488	–	–	﹤0.01%	124
2019 Q1	$4K	Hold	488	–	–	﹤0.01%	125
2018 Q4	$5K	Hold	488	–	–	0.01%	120
2018 Q3	$6K	Hold	488	–	–	0.01%	135
2018 Q2	$5K	Hold	488	–	–	﹤0.01%	131
2018 Q1	$4K	Hold	488	–	–	﹤0.01%	127
2017 Q4	$5K	Buy	+488	New	+$5.27K	﹤0.01%	131

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

PCM

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

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

Tower View Wealth Management's SWBI Position: Q2 2024 in Review

Tower View Wealth Management sold out of Smith & Wesson (SWBI) in Q2 2024, closing a stake of 409 shares — an estimated $7.11K sold.

Tower View Wealth Management first reported a position in SWBI in Q4 2017 and held it in 26 quarters. The position peaked at $16K in Q2 2020. 194 funds tracked by Wall St. Rank hold SWBI as of Q2 2024.

Tower View Wealth Management reported no remaining Smith & Wesson position as of Q2 2024 after selling out during the quarter.
Tower View Wealth Management sold 409 Smith & Wesson shares in Q2 2024, an estimated $7.11K.
Tower View Wealth Management first reported a position in Smith & Wesson in Q4 2017 and held it in 26 quarters.
Tower View Wealth Management's Smith & Wesson position peaked at $16K in Q2 2020.
194 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2024.

Based on Tower View Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.