Avion Wealth’s SmartFinancial SMBK Stock Holding History

Avion Wealth’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	-24	Closed	-$1K	–	1219
2023 Q4	$1K	Buy	+24	New	+$531	﹤0.01%	962

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Avion Wealth's SMBK Position: Q1 2024 in Review

Avion Wealth sold out of SmartFinancial (SMBK) in Q1 2024, closing a stake of 24 shares — an estimated $1K sold.

Avion Wealth first reported a position in SMBK in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 102 funds tracked by Wall St. Rank hold SMBK as of Q1 2024.

Avion Wealth reported no remaining SmartFinancial position as of Q1 2024 after selling out during the quarter.
Avion Wealth sold 24 SmartFinancial shares in Q1 2024, an estimated $1K.
Avion Wealth first reported a position in SmartFinancial in Q4 2023 and held it in 1 quarter.
Avion Wealth's SmartFinancial position peaked at $1K in Q4 2023.
102 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.