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WR Wealth Planners’s Smith & Nephew SNN Stock Holding History

WR Wealth Planners’s Portfolio SNN Stock Details SNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.17K Buy
129
+26
+25% +$689 ﹤0.01% 779
2024
Q3 		$3.21K Sell
103
-99
-49% -$2.94K ﹤0.01% 816
2024
Q2 		$5.01K Buy
202
+44
+28% +$1.1K ﹤0.01% 716
2024
Q1 		$4.01K Buy
+158
New +$4.34K ﹤0.01% 758

Other funds holding SNN

FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CEI
Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return

WR Wealth Planners's SNN Position: Q4 2024 in Review

WR Wealth Planners increased its Smith & Nephew (SNN) stake by 25% in Q4 2024, buying an estimated $689 and bringing the position to 129 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

WR Wealth Planners first reported a position in SNN in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.01K in Q2 2024. 214 funds tracked by Wall St. Rank hold SNN as of Q4 2024.

  • WR Wealth Planners held 129 shares of Smith & Nephew worth $3.17K as of Q4 2024.
  • WR Wealth Planners bought 26 Smith & Nephew shares in Q4 2024, an estimated $689.
  • Smith & Nephew made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #779 holding.
  • WR Wealth Planners first reported a position in Smith & Nephew in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Smith & Nephew position peaked at $5.01K in Q2 2024.
  • 214 funds tracked by Wall St. Rank held Smith & Nephew as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.