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
Search
Sign in
Sign up
WIM
Westside Investment Management’s
Smith & Wesson
SWBI
Stock Holding History
Westside Investment 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
2025
Q4
–
Sell
-35
Closed
-$344
–
1542
2025
Q3
$344
Hold
35
–
–
﹤0.01%
1356
2025
Q2
$304
Hold
35
–
–
﹤0.01%
1261
2025
Q1
$326
Hold
35
–
–
﹤0.01%
955
2024
Q4
$354
Hold
35
–
–
﹤0.01%
961
2024
Q3
$454
Hold
35
–
–
﹤0.01%
966
2024
Q2
$502
Hold
35
–
–
﹤0.01%
957
2024
Q1
$608
Hold
35
–
–
﹤0.01%
872
2023
Q4
$475
Hold
35
–
–
﹤0.01%
840
2023
Q3
$452
Hold
35
–
–
﹤0.01%
814
2023
Q2
$456
Hold
35
–
–
﹤0.01%
816
2023
Q1
$431
Hold
35
–
–
﹤0.01%
811
2022
Q4
$0
Hold
35
–
–
﹤0.01%
853
2022
Q3
$0
Hold
35
–
–
﹤0.01%
849
2022
Q2
$0
Hold
35
–
–
﹤0.01%
835
2022
Q1
$0
Hold
35
–
–
﹤0.01%
815
2021
Q4
$0
Hold
35
–
–
﹤0.01%
792
2021
Q3
$0
Hold
35
–
–
﹤0.01%
766
2021
Q2
$1
Hold
35
–
–
﹤0.01%
724
2021
Q1
$0
Hold
35
–
–
﹤0.01%
746
2020
Q4
$0
Hold
35
–
–
﹤0.01%
677
2020
Q3
$1
Sell
35
-11
-24%
-$194
﹤0.01%
658
2020
Q2
$1
Buy
+46
New
+$427
﹤0.01%
645
Other funds holding SWBI
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Two Sigma Advisers
New York
$51.4B AUM
31.07%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close