GI
SMBC icon

Gradient Investments’s Southern Missouri Bancorp SMBC Stock Holding History

Gradient Investments’s Portfolio SMBC Stock Details SMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-600
Closed -$27K – 1114
2024
Q2 		$27K Hold
600
– – ﹤0.01% 591
2024
Q1 		$26.2K Hold
600
– – ﹤0.01% 496
2023
Q4 		$32K Hold
600
– – ﹤0.01% 625
2023
Q3 		$23.2K Hold
600
– – ﹤0.01% 649
2023
Q2 		$23.1K Buy
+600
New +$22.1K ﹤0.01% 663

Other funds holding SMBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Gradient Investments's SMBC Position: Q3 2024 in Review

Gradient Investments sold out of Southern Missouri Bancorp (SMBC) in Q3 2024, closing a stake of 600 shares — an estimated $27K sold.

Gradient Investments first reported a position in SMBC in Q2 2023 and held it in 5 quarters. The position peaked at $32K in Q4 2023. 108 funds tracked by Wall St. Rank hold SMBC as of Q3 2024.

  • Gradient Investments reported no remaining Southern Missouri Bancorp position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 600 Southern Missouri Bancorp shares in Q3 2024, an estimated $27K.
  • Gradient Investments first reported a position in Southern Missouri Bancorp in Q2 2023 and held it in 5 quarters.
  • Gradient Investments's Southern Missouri Bancorp position peaked at $32K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Southern Missouri Bancorp as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.