EWA
SMRT icon

EverSource Wealth Advisors’s SmartRent SMRT Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$1.25K Sell
832
-549
-40% -$928 ﹤0.01% 3786
2025
Q4 		$2.79K Sell
1,381
-567
-29% -$929 ﹤0.01% 3371
2025
Q3 		$2.75K Sell
1,948
-3,526
-64% -$4.53K ﹤0.01% 3407
2025
Q2 		$5.42K Buy
5,474
+3,912
+250% +$3.5K ﹤0.01% 3131
2025
Q1 		$1.89K Buy
1,562
+1,557
+31,140% +$2.18K ﹤0.01% 2952
2024
Q4 		$9 Buy
+5
New +$8 ﹤0.01% 3735
2024
Q3 		– Sell
-992
Closed -$1.82K – 3116
2024
Q2 		$1.82K Buy
+992
New +$2.43K ﹤0.01% 2578

Other funds holding SMRT

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $153M AUM 38.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return