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Coppell Advisory Solutions’s SmartRent SMRT Stock Holding History

Coppell Advisory Solutions’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-40
Closed -$66 – 1615
2024
Q4 		$66 Hold
40
– – ﹤0.01% 1922
2024
Q3 		$71 Hold
40
– – ﹤0.01% 1820
2024
Q2 		$96 Buy
+40
New +$98 ﹤0.01% 1715

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LPC
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OCM
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UBS Group
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BDAM
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Geode Capital Management
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LBIM
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State Street
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Coppell Advisory Solutions's SMRT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of SmartRent (SMRT) in Q1 2025, closing a stake of 40 shares — an estimated $66 sold.

Coppell Advisory Solutions first reported a position in SMRT in Q2 2024 and held it in 3 quarters. The position peaked at $96 in Q2 2024. 127 funds tracked by Wall St. Rank hold SMRT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining SmartRent position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 40 SmartRent shares in Q1 2025, an estimated $66.
  • Coppell Advisory Solutions first reported a position in SmartRent in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's SmartRent position peaked at $96 in Q2 2024.
  • 127 funds tracked by Wall St. Rank held SmartRent as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.