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Naples Money Management’s SmartFinancial SMBK Stock Holding History

Naples Money Management’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$13.7K Hold
470
– – 0.01% 158
2024
Q2 		$11K Hold
470
– – 0.01% 181
2024
Q1 		$9.9K Hold
470
– – 0.01% 201
2023
Q4 		$11.5K Buy
+470
New +$10.4K 0.01% 182

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Naples Money Management's SMBK Position: Q3 2024 in Review

Naples Money Management held its SmartFinancial (SMBK) position steady in Q3 2024 at 470 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #158.

Naples Money Management first reported a position in SMBK in Q4 2023 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold SMBK as of Q3 2024.

  • Naples Money Management held 470 shares of SmartFinancial worth $13.7K as of Q3 2024.
  • Naples Money Management left its SmartFinancial share count unchanged in Q3 2024.
  • SmartFinancial made up 0.01% of Naples Money Management's portfolio in Q3 2024, its #158 holding.
  • Naples Money Management first reported a position in SmartFinancial in Q4 2023 and has held it in 4 quarters since.
  • 116 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.