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WIA
Wealthstreet Investment Advisors’s
Skyworks Solutions
SWKS
Stock Holding History
Wealthstreet Investment 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
2021
Q2
–
Sell
-4,640
Closed
-$851K
–
293
2021
Q1
$851K
Sell
4,640
-298
-6%
-$51.8K
0.08%
186
2020
Q4
$755K
Hold
4,938
–
–
0.08%
188
2020
Q3
$718K
Hold
4,938
–
–
0.08%
182
2020
Q2
$631K
Sell
4,938
-40
-0.8%
-$4.43K
0.08%
182
2020
Q1
$445K
Sell
4,978
-900
-15%
-$96.1K
0.07%
204
2019
Q4
$711K
Sell
5,878
-50
-0.8%
-$4.91K
0.08%
193
2019
Q3
$541K
Sell
5,928
-900
-13%
-$71.7K
0.07%
211
2019
Q2
$528K
Buy
6,828
+600
+10%
+$47.6K
0.07%
216
2019
Q1
$514K
Hold
6,228
–
–
0.07%
223
2018
Q4
$453K
Sell
6,228
-3,520
-36%
-$272K
0.06%
228
2018
Q3
$884K
Sell
9,748
-2,420
-20%
-$226K
0.11%
166
2018
Q2
$1.18M
Sell
12,168
-600
-5%
-$58.3K
0.16%
136
2018
Q1
$1.28M
Sell
12,768
-550
-4%
-$57.2K
0.16%
130
2017
Q4
$1.26M
Buy
+13,318
New
+$1.39M
0.15%
133
Other funds holding SWKS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
VVP
Vulcan Value Partners
Birmingham, Alabama
$3.77B AUM
9.63%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Lazard Asset Management
New York
$60.7B AUM
22.47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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