United Capital Financial Advisors’s Smith & Wesson SWBI Stock Holding History

United Capital Financial 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	-39,934	Closed	-$347K	–	1068
2022 Q4	$347K	Sell	39,934 -7,614	-16%	-$80.2K	﹤0.01%	842
2022 Q3	$493K	Buy	47,548 +1,331	+3%	+$17.6K	﹤0.01%	767
2022 Q2	$607K	Sell	46,217 -1,294	-3%	-$18.8K	﹤0.01%	751
2022 Q1	$719K	Buy	47,511 +46	+0.1%	+$773	﹤0.01%	752
2021 Q4	$845K	Sell	47,465 -2,815	-6%	-$58.1K	﹤0.01%	722
2021 Q3	$1.04M	Sell	50,280 -240	-0.5%	-$5.77K	0.01%	664
2021 Q2	$1.75M	Sell	50,520 -335	-0.7%	-$7.01K	0.01%	567
2021 Q1	$887K	Sell	50,855 -585	-1%	-$10.6K	﹤0.01%	697
2020 Q4	$913K	Buy	51,440 +15	+0%	+$248	0.01%	698
2020 Q3	$798K	Buy	+51,425	New	+$909K	0.01%	717

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

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 $2.9T AUM 29.55% 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

United Capital Financial Advisors's SWBI Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Smith & Wesson (SWBI) in Q1 2023, closing a stake of 39,934 shares — an estimated $347K sold.

United Capital Financial Advisors first reported a position in SWBI in Q3 2020 and held it in 10 quarters. The position peaked at $1.75M in Q2 2021. 169 funds tracked by Wall St. Rank hold SWBI as of Q1 2023.

United Capital Financial Advisors reported no remaining Smith & Wesson position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 39,934 Smith & Wesson shares in Q1 2023, an estimated $347K.
United Capital Financial Advisors first reported a position in Smith & Wesson in Q3 2020 and held it in 10 quarters.
United Capital Financial Advisors's Smith & Wesson position peaked at $1.75M in Q2 2021.
169 funds tracked by Wall St. Rank held Smith & Wesson as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.