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Credit Suisse’s SmartFinancial SMBK Stock Holding History

Credit Suisse’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
2024
Q1 		$249K Hold
11,802
– – ﹤0.01% 2868
2023
Q4 		$289K Sell
11,802
-1,314
-10% -$29.1K ﹤0.01% 2923
2023
Q3 		$280K Buy
13,116
+1,559
+13% +$36.1K ﹤0.01% 2951
2023
Q2 		$249K Sell
11,557
-51
-0.4% -$1.11K ﹤0.01% 3057
2023
Q1 		$269K Buy
11,608
+1,180
+11% +$30.8K ﹤0.01% 3032
2022
Q4 		$287K Buy
10,428
+10,343
+12,168% +$290K ﹤0.01% 3063
2022
Q3 		$2K Buy
85
+70
+467% +$1.77K ﹤0.01% 3759
2022
Q2 		$0 Buy
+15
New +$373 ﹤0.01% 4277

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Credit Suisse's SMBK Position: Q1 2024 in Review

Credit Suisse held its SmartFinancial (SMBK) position steady in Q1 2024 at 11,802 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Credit Suisse first reported a position in SMBK in Q2 2022 and has held it in 8 quarters since. The position peaked at $289K in Q4 2023. 102 funds tracked by Wall St. Rank hold SMBK as of Q1 2024.

  • Credit Suisse held 11,802 shares of SmartFinancial worth $249K as of Q1 2024.
  • Credit Suisse left its SmartFinancial share count unchanged in Q1 2024.
  • SmartFinancial made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2868 holding.
  • Credit Suisse first reported a position in SmartFinancial in Q2 2022 and has held it in 8 quarters since.
  • Credit Suisse's SmartFinancial position peaked at $289K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.