Concurrent Investment Advisors’s Solarmax Technology SMXT Stock Holding History

Concurrent Investment Advisors’s Portfolio SMXT Stock Details SMXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,650	Closed	-$13.7K	–	1221
2024 Q3	$13.7K	Sell	21,650 -3,000	-12%	-$7.9K	﹤0.01%	1069
2024 Q2	$81.1K	Buy	24,650 +10,650	+76%	+$95.1K	﹤0.01%	931
2024 Q1	$128K	Buy	+14,000	New	+$102K	0.01%	845

Other funds holding SMXT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concurrent Investment Advisors's SMXT Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Solarmax Technology (SMXT) in Q4 2024, closing a stake of 21,650 shares — an estimated $13.7K sold.

Concurrent Investment Advisors first reported a position in SMXT in Q1 2024 and held it in 3 quarters. The position peaked at $128K in Q1 2024. 39 funds tracked by Wall St. Rank hold SMXT as of Q4 2024.

Concurrent Investment Advisors reported no remaining Solarmax Technology position as of Q4 2024 after selling out during the quarter.
Concurrent Investment Advisors sold 21,650 Solarmax Technology shares in Q4 2024, an estimated $13.7K.
Concurrent Investment Advisors first reported a position in Solarmax Technology in Q1 2024 and held it in 3 quarters.
Concurrent Investment Advisors's Solarmax Technology position peaked at $128K in Q1 2024.
39 funds tracked by Wall St. Rank held Solarmax Technology as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.