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Oxford Financial Group’s SmartRent SMRT Stock Holding History

Oxford Financial Group’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
Q2 		– Sell
-32,963
Closed -$88.3K – 333
2024
Q1 		$88.3K Hold
32,963
– – 0.01% 236
2023
Q4 		$105K Hold
32,963
– – 0.01% 246
2023
Q3 		$86K Hold
32,963
– – 0.01% 231
2023
Q2 		$126K Hold
32,963
– – 0.01% 237
2023
Q1 		$84.1K Hold
32,963
– – 0.01% 207
2022
Q4 		$80.1K Buy
+32,963
New +$81.5K 0.01% 205

Other funds holding SMRT

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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
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
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oxford Financial Group's SMRT Position: Q2 2024 in Review

Oxford Financial Group sold out of SmartRent (SMRT) in Q2 2024, closing a stake of 32,963 shares — an estimated $88.3K sold.

Oxford Financial Group first reported a position in SMRT in Q4 2022 and held it in 6 quarters. The position peaked at $126K in Q2 2023. 123 funds tracked by Wall St. Rank hold SMRT as of Q2 2024.

  • Oxford Financial Group reported no remaining SmartRent position as of Q2 2024 after selling out during the quarter.
  • Oxford Financial Group sold 32,963 SmartRent shares in Q2 2024, an estimated $88.3K.
  • Oxford Financial Group first reported a position in SmartRent in Q4 2022 and held it in 6 quarters.
  • Oxford Financial Group's SmartRent position peaked at $126K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held SmartRent as of Q2 2024.

Based on Oxford Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.