LCGC
SMRT icon

Legacy Capital Group California’s SmartRent SMRT Stock Holding History

Legacy Capital Group California’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
2024
Q3 		– Sell
-70,750
Closed -$169K – 347
2024
Q2 		$169K Buy
70,750
+36,123
+104% +$88.6K 0.06% 299
2024
Q1 		$92.8K Buy
+34,627
New +$100K 0.03% 298

Other funds holding SMRT

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $159M AUM 38.2% 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
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Legacy Capital Group California's SMRT Position: Q3 2024 in Review

Legacy Capital Group California sold out of SmartRent (SMRT) in Q3 2024, closing a stake of 70,750 shares — an estimated $169K sold.

Legacy Capital Group California first reported a position in SMRT in Q1 2024 and held it in 2 quarters. The position peaked at $169K in Q2 2024. 130 funds tracked by Wall St. Rank hold SMRT as of Q3 2024.

  • Legacy Capital Group California reported no remaining SmartRent position as of Q3 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 70,750 SmartRent shares in Q3 2024, an estimated $169K.
  • Legacy Capital Group California first reported a position in SmartRent in Q1 2024 and held it in 2 quarters.
  • Legacy Capital Group California's SmartRent position peaked at $169K in Q2 2024.
  • 130 funds tracked by Wall St. Rank held SmartRent as of Q3 2024.

Based on Legacy Capital Group California's 13F filing for Q3 2024, filed 23 Oct 2024.