Wipfli Financial Advisors’s Smith & Wesson SWBI Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$12K	Buy	+1,149	New	+$15.2K	﹤0.01%	1786

Other funds holding SWBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCM

Punch Card Management Winter Park, Florida $271M AUM 11.49% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wipfli Financial Advisors's SWBI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Smith & Wesson (SWBI) in Q3 2022: 1,149 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1786 among its holdings.

207 funds tracked by Wall St. Rank hold SWBI as of Q3 2022.

Wipfli Financial Advisors held 1,149 shares of Smith & Wesson worth $12K as of Q3 2022.
Smith & Wesson was a new Wipfli Financial Advisors position in Q3 2022.
Smith & Wesson made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1786 holding.
207 funds tracked by Wall St. Rank held Smith & Wesson as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.