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Arete Wealth Advisors’s Southern Missouri Bancorp SMBC Stock Holding History

Arete Wealth Advisors’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,750
Closed -$293K – 813
2024
Q2 		$293K Buy
+6,750
New +$281K 0.02% 531
2024
Q1 		– Sell
-6,750
Closed -$360K – 672
2023
Q4 		$360K Hold
6,750
– – 0.03% 494
2023
Q3 		$261K Hold
6,750
– – 0.05% 377
2023
Q2 		$260K Buy
+6,750
New +$249K 0.02% 526

Other funds holding SMBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Arete Wealth Advisors's SMBC Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Southern Missouri Bancorp (SMBC) in Q3 2024, closing a stake of 6,750 shares — an estimated $293K sold.

Arete Wealth Advisors first reported a position in SMBC in Q2 2023 and held it in 4 quarters. The position peaked at $360K in Q4 2023. 108 funds tracked by Wall St. Rank hold SMBC as of Q3 2024.

  • Arete Wealth Advisors reported no remaining Southern Missouri Bancorp position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,750 Southern Missouri Bancorp shares in Q3 2024, an estimated $293K.
  • Arete Wealth Advisors first reported a position in Southern Missouri Bancorp in Q2 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's Southern Missouri Bancorp position peaked at $360K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.