WA
SWIR

WealthTrust Axiom’s Sierra Wireless SWIR Stock Holding History

WealthTrust Axiom’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-14,500
Closed -$155K – 244
2019
Q3 		$155K Hold
14,500
– – 0.05% 208
2019
Q2 		$175K Sell
14,500
-2,500
-15% -$31.6K 0.06% 207
2019
Q1 		$210K Buy
17,000
+1,500
+10% +$20.6K 0.07% 193
2018
Q4 		$208K Buy
15,500
+1,000
+7% +$16.7K 0.09% 180
2018
Q3 		$291K Buy
14,500
+2,500
+21% +$46.5K 0.1% 162
2018
Q2 		$192K Sell
12,000
-1,000
-8% -$17K 0.07% 205
2018
Q1 		$214K Buy
13,000
+2,860
+28% +$51K 0.08% 196
2017
Q4 		$207K Hold
10,140
– – 0.08% 196
2017
Q3 		$218K Sell
10,140
-2,000
-16% -$49.4K 0.08% 186
2017
Q2 		$341K Hold
12,140
– – 0.13% 143
2017
Q1 		$322K Buy
12,140
+1,500
+14% +$34.6K 0.12% 149
2016
Q4 		$167K Hold
10,640
– – 0.06% 207
2016
Q3 		$153K Hold
10,640
– – 0.06% 202
2016
Q2 		$180K Buy
+10,640
New +$184K 0.07% 199

Other funds holding SWIR

TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
MCM
Matarin Capital Management New York $409M AUM 33.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WealthTrust Axiom's SWIR Position: Q4 2019 in Review

WealthTrust Axiom sold out of Sierra Wireless (SWIR) in Q4 2019, closing a stake of 14,500 shares — an estimated $155K sold.

WealthTrust Axiom first reported a position in SWIR in Q2 2016 and held it in 14 quarters. The position peaked at $341K in Q2 2017. 91 funds tracked by Wall St. Rank hold SWIR as of Q4 2019.

  • WealthTrust Axiom reported no remaining Sierra Wireless position as of Q4 2019 after selling out during the quarter.
  • WealthTrust Axiom sold 14,500 Sierra Wireless shares in Q4 2019, an estimated $155K.
  • WealthTrust Axiom first reported a position in Sierra Wireless in Q2 2016 and held it in 14 quarters.
  • WealthTrust Axiom's Sierra Wireless position peaked at $341K in Q2 2017.
  • 91 funds tracked by Wall St. Rank held Sierra Wireless as of Q4 2019.

Based on WealthTrust Axiom's 13F filing for Q4 2019, filed 4 Feb 2020.