Canada Life
SMBK icon

Canada Life’s SmartFinancial SMBK Stock Holding History

Canada Life’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
-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

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

Canada Life's SMBK Position: Q2 2024 in Review

Canada Life sold out of SmartFinancial (SMBK) in Q2 2024, closing a stake of 588 shares — an estimated $12K sold.

Canada Life first reported a position in SMBK in Q4 2019 and held it in 9 quarters. The position peaked at $16K in Q4 2022. 103 funds tracked by Wall St. Rank hold SMBK as of Q2 2024.

  • Canada Life reported no remaining SmartFinancial position as of Q2 2024 after selling out during the quarter.
  • Canada Life sold 588 SmartFinancial shares in Q2 2024, an estimated $12K.
  • Canada Life first reported a position in SmartFinancial in Q4 2019 and held it in 9 quarters.
  • Canada Life's SmartFinancial position peaked at $16K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2024.

Based on Canada Life's 13F filing for Q2 2024, filed 12 Aug 2024.