AWM
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Avior Wealth Management’s SmartFinancial SMBK Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-2
Closed -$42 – 3510
2024
Q1 		$42 Buy
+2
New +$44 ﹤0.01% 3519

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Avior Wealth Management's SMBK Position: Q2 2024 in Review

Avior Wealth Management sold out of SmartFinancial (SMBK) in Q2 2024, closing a stake of 2 shares — an estimated $42 sold.

Avior Wealth Management first reported a position in SMBK in Q1 2024 and held it in 1 quarter. The position peaked at $42 in Q1 2024. 103 funds tracked by Wall St. Rank hold SMBK as of Q2 2024.

  • Avior Wealth Management reported no remaining SmartFinancial position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 2 SmartFinancial shares in Q2 2024, an estimated $42.
  • Avior Wealth Management first reported a position in SmartFinancial in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's SmartFinancial position peaked at $42 in Q1 2024.
  • 103 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.