FIM
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Freedom Investment Management’s Smith Micro Software SMSI Stock Holding History

Freedom Investment Management’s Portfolio SMSI Stock Details SMSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-251
Closed -$49K – 907
2021
Q3 		$49K Sell
251
-69
-22% -$13.9K ﹤0.01% 801
2021
Q2 		$67K Buy
+320
New +$68.5K 0.01% 859

Other funds holding SMSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's SMSI Position: Q4 2021 in Review

Freedom Investment Management sold out of Smith Micro Software (SMSI) in Q4 2021, closing a stake of 251 shares — an estimated $49K sold.

Freedom Investment Management first reported a position in SMSI in Q2 2021 and held it in 2 quarters. The position peaked at $67K in Q2 2021. 80 funds tracked by Wall St. Rank hold SMSI as of Q4 2021.

  • Freedom Investment Management reported no remaining Smith Micro Software position as of Q4 2021 after selling out during the quarter.
  • Freedom Investment Management sold 251 Smith Micro Software shares in Q4 2021, an estimated $49K.
  • Freedom Investment Management first reported a position in Smith Micro Software in Q2 2021 and held it in 2 quarters.
  • Freedom Investment Management's Smith Micro Software position peaked at $67K in Q2 2021.
  • 80 funds tracked by Wall St. Rank held Smith Micro Software as of Q4 2021.

Based on Freedom Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.