Ameriprise
SMBK icon

Ameriprise’s SmartFinancial SMBK Stock Holding History

Ameriprise’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,236
Closed -$226K – 3948
2023
Q4 		$226K Sell
9,236
-1,200
-11% -$26.6K ﹤0.01% 3694
2023
Q3 		$223K Hold
10,436
– – ﹤0.01% 3671
2023
Q2 		$224K Buy
10,436
+318
+3% +$6.95K ﹤0.01% 3700
2023
Q1 		$234K Buy
+10,118
New +$264K ﹤0.01% 3681

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Ameriprise's SMBK Position: Q1 2024 in Review

Ameriprise sold out of SmartFinancial (SMBK) in Q1 2024, closing a stake of 9,236 shares — an estimated $226K sold.

Ameriprise first reported a position in SMBK in Q1 2023 and held it in 4 quarters. The position peaked at $234K in Q1 2023. 102 funds tracked by Wall St. Rank hold SMBK as of Q1 2024.

  • Ameriprise reported no remaining SmartFinancial position as of Q1 2024 after selling out during the quarter.
  • Ameriprise sold 9,236 SmartFinancial shares in Q1 2024, an estimated $226K.
  • Ameriprise first reported a position in SmartFinancial in Q1 2023 and held it in 4 quarters.
  • Ameriprise's SmartFinancial position peaked at $234K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2024.

Based on Ameriprise's 13F filing for Q1 2024, filed 15 May 2024.