Envestnet Asset Management
SMRT icon

Envestnet Asset Management’s SmartRent SMRT Stock Holding History

Envestnet Asset Management’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
2024
Q3 		– Sell
-224,853
Closed -$537K – 4307
2024
Q2 		$537K Buy
224,853
+167,763
+294% +$412K ﹤0.01% 3412
2024
Q1 		$153K Buy
57,090
+28,011
+96% +$81K ﹤0.01% 4002
2023
Q4 		$92.8K Buy
+29,079
New +$84.9K ﹤0.01% 3950
2022
Q3 		– Sell
-41,755
Closed -$189K – 4025
2022
Q2 		$189K Buy
+41,755
New +$211K ﹤0.01% 3620

Other funds holding SMRT

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Envestnet Asset Management's SMRT Position: Q3 2024 in Review

Envestnet Asset Management sold out of SmartRent (SMRT) in Q3 2024, closing a stake of 224,853 shares — an estimated $537K sold.

Envestnet Asset Management first reported a position in SMRT in Q2 2022 and held it in 4 quarters. The position peaked at $537K in Q2 2024. 130 funds tracked by Wall St. Rank hold SMRT as of Q3 2024.

  • Envestnet Asset Management reported no remaining SmartRent position as of Q3 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 224,853 SmartRent shares in Q3 2024, an estimated $537K.
  • Envestnet Asset Management first reported a position in SmartRent in Q2 2022 and held it in 4 quarters.
  • Envestnet Asset Management's SmartRent position peaked at $537K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held SmartRent as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.