Cerity Partners’s Smart for Life, Inc. Common Stock SMFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-3
Closed -$1.45K 2008
2023
Q1
$1.45K Hold
3
﹤0.01% 1844
2022
Q4
$2.35K Buy
+3
New +$3.52K ﹤0.01% 1479

Other funds holding SMFL

Cerity Partners's SMFL Position: Q2 2023 in Review

Cerity Partners sold out of Smart for Life, Inc. Common Stock (SMFL) in Q2 2023, closing a stake of 3 shares — an estimated $1.45K sold.

Cerity Partners first reported a position in SMFL in Q4 2022 and held it in 2 quarters. The position peaked at $2.35K in Q4 2022. 3 funds tracked by Wall St. Rank hold SMFL as of Q2 2023.

  • Cerity Partners reported no remaining Smart for Life, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 3 Smart for Life, Inc. Common Stock shares in Q2 2023, an estimated $1.45K.
  • Cerity Partners first reported a position in Smart for Life, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • Cerity Partners's Smart for Life, Inc. Common Stock position peaked at $2.35K in Q4 2022.
  • 3 funds tracked by Wall St. Rank held Smart for Life, Inc. Common Stock as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.