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Smith & Wesson Brands shares owned by Baystate Wealth Management

Quarter-by-quarter ownership of Smith & Wesson Brands (SWBI) shares owned by Baystate Wealth Management from 13F filings

Historical chart of Baystate Wealth Management investment in Smith & Wesson Brands

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All positions including Smith & Wesson Brands held by Baystate Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smith & Wesson Brands by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12k 870 13.57
2023-09-30 $11k 862 12.92

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Ishares S&p 500 Index Etf (IVV)
Ishares Aggregate Bond Etf Etf (AGG)
Vanguard Value Etf Etf (VTV)
Invesco Russell 1000 Dynamic Multifactor Etf Etf (OMFL)
Blackrock Ultra Short-term Bond Etf Etf (ICSH)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Tr Russell Midcap Index Etf (IWR)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard S&p Small-cap 600 Etf Etf (VIOO)
Spdr Barclays Capital Short Term Corp Bd Etf (SPSB)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Value Factor Etf Etf (VLUE)

View all positions for Baystate Wealth Management

Top funds holding Smith & Wesson Brands

BlackRock
Vanguard Group
Dimensional Fund Advisors
UBS Group
Geode Capital Management
Charles Schwab Investment Management
Punch Card Management
American Century Companies
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon
Bank of America Corporation
LSV Asset Management
Citadel Advisors

View all funds holding Smith & Wesson Brands