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JP Morgan Private Wealth Advisors’s SmartRent SMRT Stock Holding History

JP Morgan Private 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
2023
Q1 		– Sell
-18,969
Closed -$46.1K – 1998
2022
Q4 		$46.1K Sell
18,969
-316
-2% -$782 ﹤0.01% 1908
2022
Q3 		$44K Buy
+19,285
New +$76.1K ﹤0.01% 1898

Other funds holding SMRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SMRT Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of SmartRent (SMRT) in Q1 2023, closing a stake of 18,969 shares — an estimated $46.1K sold.

JP Morgan Private Wealth Advisors first reported a position in SMRT in Q3 2022 and held it in 2 quarters. The position peaked at $46.1K in Q4 2022. 103 funds tracked by Wall St. Rank hold SMRT as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining SmartRent position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 18,969 SmartRent shares in Q1 2023, an estimated $46.1K.
  • JP Morgan Private Wealth Advisors first reported a position in SmartRent in Q3 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's SmartRent position peaked at $46.1K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held SmartRent as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.