BSW
SMFL

Buckingham Strategic Wealth’s Smart for Life, Inc. Common Stock SMFL Stock Holding History

Buckingham Strategic Wealth’s Portfolio SMFL Stock Details SMFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,724
Closed -$68.4K – 856
2024
Q1 		$68.4K Buy
+15,724
New +$124K ﹤0.01% 738
2023
Q2 		– Sell
-10
Closed -$7.05K – 725
2023
Q1 		$7.05K Hold
10
– – ﹤0.01% 618
2022
Q4 		$7.05K Buy
+10
New +$11.7K ﹤0.01% 620

Other funds holding SMFL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SM
Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Buckingham Strategic Wealth's SMFL Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Smart for Life, Inc. Common Stock (SMFL) in Q2 2024, closing a stake of 15,724 shares — an estimated $68.4K sold.

Buckingham Strategic Wealth first reported a position in SMFL in Q4 2022 and held it in 3 quarters. The position peaked at $68.4K in Q1 2024. 6 funds tracked by Wall St. Rank hold SMFL as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining Smart for Life, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 15,724 Smart for Life, Inc. Common Stock shares in Q2 2024, an estimated $68.4K.
  • Buckingham Strategic Wealth first reported a position in Smart for Life, Inc. Common Stock in Q4 2022 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Smart for Life, Inc. Common Stock position peaked at $68.4K in Q1 2024.
  • 6 funds tracked by Wall St. Rank held Smart for Life, Inc. Common Stock as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.