CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Standard Motor Products SMP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SMP Stock Details SMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,069
Closed -$271K – 2785
2023
Q3 		$271K Sell
8,069
-459
-5% -$16.7K ﹤0.01% 2063
2023
Q2 		$320K Buy
8,528
+357
+4% +$13K ﹤0.01% 1919
2023
Q1 		$302K Sell
8,171
-194
-2% -$7.38K ﹤0.01% 1736
2022
Q4 		$291K Buy
+8,365
New +$306K ﹤0.01% 1683
2022
Q3 		– Sell
-2,239
Closed -$101K – 3752
2022
Q2 		$101K Buy
2,239
+22
+1% +$914 ﹤0.01% 2190
2022
Q1 		$96K Buy
2,217
+713
+47% +$33.4K ﹤0.01% 2307
2021
Q4 		$79K Buy
1,504
+23
+2% +$1.15K ﹤0.01% 2338
2021
Q3 		$65K Sell
1,481
-8
-0.5% -$343 ﹤0.01% 2406
2021
Q2 		$65K Sell
1,489
-118
-7% -$5.28K ﹤0.01% 2340
2021
Q1 		$67K Buy
1,607
+1,567
+3,918% +$66.6K ﹤0.01% 2237
2020
Q4 		$2K Buy
+40
New +$1.88K ﹤0.01% 3149

Other funds holding SMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CAPTRUST Financial Advisors's SMP Position: Q4 2023 in Review

CAPTRUST Financial Advisors sold out of Standard Motor Products (SMP) in Q4 2023, closing a stake of 8,069 shares — an estimated $271K sold.

CAPTRUST Financial Advisors first reported a position in SMP in Q4 2020 and held it in 11 quarters. The position peaked at $320K in Q2 2023. 170 funds tracked by Wall St. Rank hold SMP as of Q4 2023.

  • CAPTRUST Financial Advisors reported no remaining Standard Motor Products position as of Q4 2023 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 8,069 Standard Motor Products shares in Q4 2023, an estimated $271K.
  • CAPTRUST Financial Advisors first reported a position in Standard Motor Products in Q4 2020 and held it in 11 quarters.
  • CAPTRUST Financial Advisors's Standard Motor Products position peaked at $320K in Q2 2023.
  • 170 funds tracked by Wall St. Rank held Standard Motor Products as of Q4 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.