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Cypress Wealth Services’s SmartRent SMRT Stock Holding History

Cypress Wealth Services’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
2022
Q2 		– Sell
-18,832
Closed -$95K – 257
2022
Q1 		$95K Hold
18,832
– – 0.03% 241
2021
Q4 		$182K Hold
18,832
– – 0.05% 222
2021
Q3 		$245K Hold
18,832
– – 0.07% 190
2021
Q2 		$232K Buy
+18,832
New +$203K 0.06% 233

Other funds holding SMRT

BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
SGMPI
Spark Growth Management Partners II Boston, Massachusetts $66.6M AUM 51.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

Cypress Wealth Services's SMRT Position: Q2 2022 in Review

Cypress Wealth Services sold out of SmartRent (SMRT) in Q2 2022, closing a stake of 18,832 shares — an estimated $95K sold.

Cypress Wealth Services first reported a position in SMRT in Q2 2021 and held it in 4 quarters. The position peaked at $245K in Q3 2021. 97 funds tracked by Wall St. Rank hold SMRT as of Q2 2022.

  • Cypress Wealth Services reported no remaining SmartRent position as of Q2 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 18,832 SmartRent shares in Q2 2022, an estimated $95K.
  • Cypress Wealth Services first reported a position in SmartRent in Q2 2021 and held it in 4 quarters.
  • Cypress Wealth Services's SmartRent position peaked at $245K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held SmartRent as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.