EverSource Wealth Advisors »

Smith & Wesson Brands shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Smith & Wesson Brands

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Smith & Wesson Brands by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2k 161 13.56
2023-09-30 $2.1k 161 12.91
2023-06-30 $913 70 13.04

More positions owned by EverSource Wealth Advisors

Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Smith & Wesson Brands

Vanguard Group
Dimensional Fund Advisors
UBS Group
Charles Schwab Investment Management
Punch Card Management
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
LSV Asset Management
Bank of America Corporation
Arrowstreet Capital, Limited Partnership
Fund 1 Investments
Squarepoint Ops
Russell Investments
AMH Equity

View all funds holding Smith & Wesson Brands