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FNY Investment Advisers’s Smith-Midland SMID Stock Holding History

FNY Investment Advisers’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,000
Closed -$102K – 712
2022
Q4 		$102K Buy
+5,000
New +$109K 0.14% 136

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

FNY Investment Advisers's SMID Position: Q1 2023 in Review

FNY Investment Advisers sold out of Smith-Midland (SMID) in Q1 2023, closing a stake of 5,000 shares — an estimated $102K sold.

FNY Investment Advisers first reported a position in SMID in Q4 2022 and held it in 1 quarter. The position peaked at $102K in Q4 2022. 28 funds tracked by Wall St. Rank hold SMID as of Q1 2023.

  • FNY Investment Advisers reported no remaining Smith-Midland position as of Q1 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 5,000 Smith-Midland shares in Q1 2023, an estimated $102K.
  • FNY Investment Advisers first reported a position in Smith-Midland in Q4 2022 and held it in 1 quarter.
  • FNY Investment Advisers's Smith-Midland position peaked at $102K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2023.

Based on FNY Investment Advisers's 13F filing for Q1 2023, filed 12 Apr 2023.