WWM
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Western Wealth Management’s Smith & Wesson SWBI Stock Holding History

Western Wealth Management’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
2021
Q2 		$202K Buy
+5,820
New +$122K 0.02% 604

Other funds holding SWBI

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Wealth Management's SWBI Position: Q2 2021 in Review

Western Wealth Management opened a new position in Smith & Wesson (SWBI) in Q2 2021: 5,820 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #604 among its holdings.

251 funds tracked by Wall St. Rank hold SWBI as of Q2 2021.

  • Western Wealth Management held 5,820 shares of Smith & Wesson worth $202K as of Q2 2021.
  • Smith & Wesson was a new Western Wealth Management position in Q2 2021.
  • Smith & Wesson made up 0.02% of Western Wealth Management's portfolio in Q2 2021, its #604 holding.
  • 251 funds tracked by Wall St. Rank held Smith & Wesson as of Q2 2021.

Based on Western Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.