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Canada Life’s
SmartFinancial
SMBK
Stock Holding History
Canada Life’s Portfolio
SMBK Stock Details
SMBK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-588
Closed
-$12K
–
2129
2024
Q1
$12K
Hold
588
–
–
﹤0.01%
2126
2023
Q4
$14K
Hold
588
–
–
﹤0.01%
2145
2023
Q3
$13K
Hold
588
–
–
﹤0.01%
2193
2023
Q2
$13K
Hold
588
–
–
﹤0.01%
2226
2023
Q1
$14K
Hold
588
–
–
﹤0.01%
2274
2022
Q4
$16K
Buy
+588
New
+$16.5K
﹤0.01%
2289
2020
Q3
–
Sell
-52
Closed
-$1K
–
2688
2020
Q2
$1K
Sell
52
-4
-7%
-$58
﹤0.01%
2724
2020
Q1
$1K
Buy
56
+1
+2%
+$20
﹤0.01%
2717
2019
Q4
$1K
Buy
+55
New
+$1.21K
﹤0.01%
2744
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$309B AUM
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1-Year Est. Return
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$4.72B AUM
36.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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