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WealthPLAN Partners’s Skyworks Solutions SWKS Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-477
Closed -$52.8K – 1066
2023
Q2 		$52.8K Sell
477
-7
-1% -$739 0.01% 496
2023
Q1 		$57.1K Buy
+484
New +$53.6K 0.01% 531
2016
Q3 		$26.9K Buy
351
+1
+0.3% +$70 0.01% 430
2016
Q2 		$22.2K Buy
+350
New +$23.8K ﹤0.01% 1350
2015
Q4 		$63K Buy
+820
New +$65.7K 0.01% 558
2015
Q2 		$12K Buy
+119
New +$12K 0.01% 302

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WealthPLAN Partners's SWKS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Skyworks Solutions (SWKS) in Q3 2023, closing a stake of 477 shares — an estimated $52.8K sold.

WealthPLAN Partners first reported a position in SWKS in Q2 2015 and held it in 6 quarters. The position peaked at $63K in Q4 2015. 860 funds tracked by Wall St. Rank hold SWKS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Skyworks Solutions position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 477 Skyworks Solutions shares in Q3 2023, an estimated $52.8K.
  • WealthPLAN Partners first reported a position in Skyworks Solutions in Q2 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Skyworks Solutions position peaked at $63K in Q4 2015.
  • 860 funds tracked by Wall St. Rank held Skyworks Solutions as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.