FinTrust Capital Advisors’s SmartFinancial SMBK Stock Holding History

FinTrust Capital Advisors’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 Q3	$19.2K	Hold	659	–	–	﹤0.01%	820
2024 Q2	$15.6K	Hold	659	–	–	﹤0.01%	819
2024 Q1	$13.9K	Hold	659	–	–	﹤0.01%	797
2023 Q4	$16.1K	Hold	659	–	–	﹤0.01%	742
2023 Q3	$14.1K	Hold	659	–	–	﹤0.01%	726
2023 Q2	$18.1K	Hold	659	–	–	﹤0.01%	671
2023 Q1	$18.1K	Hold	659	–	–	﹤0.01%	669
2022 Q4	$18.1K	Hold	659	–	–	﹤0.01%	666
2022 Q3	$18K	Hold	659	–	–	﹤0.01%	743
2022 Q2	$16K	Hold	659	–	–	﹤0.01%	778
2022 Q1	$17K	Hold	659	–	–	﹤0.01%	807
2021 Q4	$18K	Hold	659	–	–	﹤0.01%	775
2021 Q3	$17K	Hold	659	–	–	﹤0.01%	783
2021 Q2	$16K	Hold	659	–	–	﹤0.01%	811
2021 Q1	$14K	Hold	659	–	–	﹤0.01%	810
2020 Q4	$12K	Hold	659	–	–	﹤0.01%	802
2020 Q3	$9K	Hold	659	–	–	﹤0.01%	845
2020 Q2	$11K	Hold	659	–	–	﹤0.01%	715
2020 Q1	$10K	Hold	659	–	–	﹤0.01%	757
2019 Q4	$16K	Hold	659	–	–	0.01%	677
2019 Q3	$14K	Hold	659	–	–	﹤0.01%	707
2019 Q2	$14K	Hold	659	–	–	0.01%	670
2019 Q1	$12K	Hold	659	–	–	0.01%	731
2018 Q4	$12K	Buy	+659	New	+$13.7K	0.01%	734

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

CCA

Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

FinTrust Capital Advisors's SMBK Position: Q3 2024 in Review

FinTrust Capital Advisors held its SmartFinancial (SMBK) position steady in Q3 2024 at 659 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

FinTrust Capital Advisors first reported a position in SMBK in Q4 2018 and has held it in 24 quarters since. 116 funds tracked by Wall St. Rank hold SMBK as of Q3 2024.

FinTrust Capital Advisors held 659 shares of SmartFinancial worth $19.2K as of Q3 2024.
FinTrust Capital Advisors left its SmartFinancial share count unchanged in Q3 2024.
SmartFinancial made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #820 holding.
FinTrust Capital Advisors first reported a position in SmartFinancial in Q4 2018 and has held it in 24 quarters since.
116 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.