Lee Financial’s Sanara MedTech SMTI Stock Holding History

Lee Financial’s Portfolio SMTI Stock Details SMTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-500	Closed	-$20.6K	–	713
2023 Q4	$20.6K	Hold	500	–	–	﹤0.01%	320
2023 Q3	$15.6K	Hold	500	–	–	﹤0.01%	337
2023 Q2	$20.1K	Hold	500	–	–	﹤0.01%	303
2023 Q1	$20.6K	Hold	500	–	–	﹤0.01%	303
2022 Q4	$22.8K	Hold	500	–	–	﹤0.01%	328
2022 Q3	$15K	Hold	500	–	–	﹤0.01%	372
2022 Q2	$10K	Hold	500	–	–	﹤0.01%	453
2022 Q1	$14K	Hold	500	–	–	﹤0.01%	392
2021 Q4	$15K	Hold	500	–	–	﹤0.01%	422
2021 Q3	$17K	Hold	500	–	–	﹤0.01%	359
2021 Q2	$18K	Hold	500	–	–	﹤0.01%	342
2021 Q1	$16K	Hold	500	–	–	﹤0.01%	337
2020 Q4	$25K	Buy	+500	New	+$19.7K	0.01%	264

Other funds holding SMTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Lee Financial's SMTI Position: Q1 2024 in Review

Lee Financial sold out of Sanara MedTech (SMTI) in Q1 2024, closing a stake of 500 shares — an estimated $20.6K sold.

Lee Financial first reported a position in SMTI in Q4 2020 and held it in 13 quarters. The position peaked at $25K in Q4 2020. 43 funds tracked by Wall St. Rank hold SMTI as of Q1 2024.

Lee Financial reported no remaining Sanara MedTech position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 500 Sanara MedTech shares in Q1 2024, an estimated $20.6K.
Lee Financial first reported a position in Sanara MedTech in Q4 2020 and held it in 13 quarters.
Lee Financial's Sanara MedTech position peaked at $25K in Q4 2020.
43 funds tracked by Wall St. Rank held Sanara MedTech as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.