Northwestern Mutual Wealth Management
SMID icon

Northwestern Mutual Wealth Management’s Smith-Midland SMID Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,000
Closed -$18.8K – 3586
2023
Q1 		$18.8K Buy
+1,000
New +$19.9K ﹤0.01% 2274

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Northwestern Mutual Wealth Management's SMID Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Smith-Midland (SMID) in Q2 2023, closing a stake of 1,000 shares — an estimated $18.8K sold.

Northwestern Mutual Wealth Management first reported a position in SMID in Q1 2023 and held it in 1 quarter. The position peaked at $18.8K in Q1 2023. 25 funds tracked by Wall St. Rank hold SMID as of Q2 2023.

  • Northwestern Mutual Wealth Management reported no remaining Smith-Midland position as of Q2 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,000 Smith-Midland shares in Q2 2023, an estimated $18.8K.
  • Northwestern Mutual Wealth Management first reported a position in Smith-Midland in Q1 2023 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Smith-Midland position peaked at $18.8K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held Smith-Midland as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.