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Capital Performance Advisors’s SmartFinancial SMBK Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-106
Closed -$3.09K – 2289
2024
Q3 		$3.09K Buy
+106
New +$2.92K ﹤0.01% 1345

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
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital Performance Advisors's SMBK Position: Q4 2024 in Review

Capital Performance Advisors sold out of SmartFinancial (SMBK) in Q4 2024, closing a stake of 106 shares — an estimated $3.09K sold.

Capital Performance Advisors first reported a position in SMBK in Q3 2024 and held it in 1 quarter. The position peaked at $3.09K in Q3 2024. 128 funds tracked by Wall St. Rank hold SMBK as of Q4 2024.

  • Capital Performance Advisors reported no remaining SmartFinancial position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 106 SmartFinancial shares in Q4 2024, an estimated $3.09K.
  • Capital Performance Advisors first reported a position in SmartFinancial in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's SmartFinancial position peaked at $3.09K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.