Allworth Financial’s Standard Motor Products SMP Stock Holding History

Allworth Financial’s Portfolio SMP Stock Details SMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.08K	Buy	60 +6	+11%	+$237	﹤0.01%	4342
2025 Q4	$1.99K	Buy	54 +5	+10%	+$192	﹤0.01%	4126
2025 Q3	$2K	Hold	49	–	–	﹤0.01%	3999
2025 Q2	$1.51K	Buy	+49	New	+$1.35K	﹤0.01%	3822
2025 Q1	–	Sell	-14	Closed	-$436	–	4170
2024 Q4	$436	Sell	14 -39	-74%	-$1.25K	﹤0.01%	3641
2024 Q3	$1.76K	Buy	53 +14	+36%	+$437	﹤0.01%	3017
2024 Q2	$1.22K	Buy	39 +23	+144%	+$715	﹤0.01%	3101
2024 Q1	$537	Sell	16 -33	-67%	-$1.21K	﹤0.01%	3266
2023 Q4	$1.95K	Buy	49 +6	+14%	+$214	﹤0.01%	2695
2023 Q3	$1.45K	Sell	43 -1	-2%	-$36	﹤0.01%	2690
2023 Q2	$1.65K	Hold	44	–	–	﹤0.01%	2561
2023 Q1	$1.63K	Hold	44	–	–	﹤0.01%	2493
2022 Q4	$1.53K	Buy	+44	New	+$1.61K	﹤0.01%	2335
2022 Q3	–	Sell	-327	Closed	-$15K	–	3076
2022 Q2	$15K	Buy	+327	New	+$13.6K	﹤0.01%	1378

Other funds holding SMP

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

Dimensional Fund Advisors

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return