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Private Wealth Management Group’s SmartFinancial SMBK Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-65
Closed -$1.59K – 1573
2023
Q4 		$1.59K Buy
+65
New +$1.44K ﹤0.01% 1079

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 $552B AUM 44.19% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 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 $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Private Wealth Management Group's SMBK Position: Q1 2024 in Review

Private Wealth Management Group sold out of SmartFinancial (SMBK) in Q1 2024, closing a stake of 65 shares — an estimated $1.59K sold.

Private Wealth Management Group first reported a position in SMBK in Q4 2023 and held it in 1 quarter. The position peaked at $1.59K in Q4 2023. 102 funds tracked by Wall St. Rank hold SMBK as of Q1 2024.

  • Private Wealth Management Group reported no remaining SmartFinancial position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 65 SmartFinancial shares in Q1 2024, an estimated $1.59K.
  • Private Wealth Management Group first reported a position in SmartFinancial in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's SmartFinancial position peaked at $1.59K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.