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Waverly Advisors’s Skyworks Solutions SWKS Stock Holding History

Waverly Advisors’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,240
Closed -$687K – 341
2017
Q4 		$687K Buy
7,240
+90
+1% +$9.39K 0.1% 129
2017
Q3 		$729K Buy
7,150
+4,832
+208% +$501K 0.16% 113
2017
Q2 		$222K Sell
2,318
-2,466
-52% -$253K 0.06% 200
2017
Q1 		$469K Buy
+4,784
New +$437K 0.12% 135
2015
Q4 		– Sell
-544
Closed -$46K – 358
2015
Q3 		$46K Buy
+544
New +$49.8K 0.03% 150

Other funds holding SWKS

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waverly Advisors's SWKS Position: Q1 2018 in Review

Waverly Advisors sold out of Skyworks Solutions (SWKS) in Q1 2018, closing a stake of 7,240 shares — an estimated $687K sold.

Waverly Advisors first reported a position in SWKS in Q3 2015 and held it in 5 quarters. The position peaked at $729K in Q3 2017. 744 funds tracked by Wall St. Rank hold SWKS as of Q1 2018.

  • Waverly Advisors reported no remaining Skyworks Solutions position as of Q1 2018 after selling out during the quarter.
  • Waverly Advisors sold 7,240 Skyworks Solutions shares in Q1 2018, an estimated $687K.
  • Waverly Advisors first reported a position in Skyworks Solutions in Q3 2015 and held it in 5 quarters.
  • Waverly Advisors's Skyworks Solutions position peaked at $729K in Q3 2017.
  • 744 funds tracked by Wall St. Rank held Skyworks Solutions as of Q1 2018.

Based on Waverly Advisors's 13F filing for Q1 2018, filed 4 May 2018.