RJA
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Raymond James & Associates’s SmartFinancial SMBK Stock Holding History

Raymond James & Associates’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
2022
Q1 		– Sell
-13,629
Closed -$373K – 4260
2021
Q4 		$373K Buy
13,629
+1,665
+14% +$44.1K ﹤0.01% 3305
2021
Q3 		$309K Buy
+11,964
New +$296K ﹤0.01% 3391

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
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Raymond James & Associates's SMBK Position: Q1 2022 in Review

Raymond James & Associates sold out of SmartFinancial (SMBK) in Q1 2022, closing a stake of 13,629 shares — an estimated $373K sold.

Raymond James & Associates first reported a position in SMBK in Q3 2021 and held it in 2 quarters. The position peaked at $373K in Q4 2021. 98 funds tracked by Wall St. Rank hold SMBK as of Q1 2022.

  • Raymond James & Associates reported no remaining SmartFinancial position as of Q1 2022 after selling out during the quarter.
  • Raymond James & Associates sold 13,629 SmartFinancial shares in Q1 2022, an estimated $373K.
  • Raymond James & Associates first reported a position in SmartFinancial in Q3 2021 and held it in 2 quarters.
  • Raymond James & Associates's SmartFinancial position peaked at $373K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2022.

Based on Raymond James & Associates's 13F filing for Q1 2022, filed 11 May 2022.