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Coulter & Justus Financial Services’s SmartFinancial SMBK Stock Holding History

Coulter & Justus Financial Services’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
2022
Q2 		– Sell
-11,320
Closed -$290K – 53
2022
Q1 		$290K Buy
+11,320
New +$300K 0.1% 13

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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Coulter & Justus Financial Services's SMBK Position: Q2 2022 in Review

Coulter & Justus Financial Services sold out of SmartFinancial (SMBK) in Q2 2022, closing a stake of 11,320 shares — an estimated $290K sold.

Coulter & Justus Financial Services first reported a position in SMBK in Q1 2022 and held it in 1 quarter. The position peaked at $290K in Q1 2022. 97 funds tracked by Wall St. Rank hold SMBK as of Q2 2022.

  • Coulter & Justus Financial Services reported no remaining SmartFinancial position as of Q2 2022 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 11,320 SmartFinancial shares in Q2 2022, an estimated $290K.
  • Coulter & Justus Financial Services first reported a position in SmartFinancial in Q1 2022 and held it in 1 quarter.
  • Coulter & Justus Financial Services's SmartFinancial position peaked at $290K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q2 2022, filed 29 Jul 2022.