Raymond James Financial Services Advisors’s SmartFinancial SMBK Stock Holding History

Raymond James Financial Services Advisors’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	-14,250	Closed	-$349K	–	3491
2023 Q4	$349K	Sell	14,250 -9,989	-41%	-$221K	﹤0.01%	2640
2023 Q3	$518K	Sell	24,239 -6,520	-21%	-$151K	﹤0.01%	2309
2023 Q2	$662K	Buy	30,759 +18,647	+154%	+$407K	﹤0.01%	2174
2023 Q1	$280K	Buy	+12,112	New	+$316K	﹤0.01%	2681
2022 Q3	–	Sell	-11,718	Closed	-$283K	–	3391
2022 Q2	$283K	Buy	11,718 +538	+5%	+$13.4K	﹤0.01%	2636
2022 Q1	$286K	Buy	11,180 +3,365	+43%	+$89.1K	﹤0.01%	2740
2021 Q4	$214K	Sell	7,815 -800	-9%	-$21.2K	﹤0.01%	2931
2021 Q3	$223K	Buy	+8,615	New	+$213K	﹤0.01%	2900

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Raymond James Financial Services Advisors's SMBK Position: Q1 2024 in Review

Raymond James Financial Services Advisors sold out of SmartFinancial (SMBK) in Q1 2024, closing a stake of 14,250 shares — an estimated $349K sold.

Raymond James Financial Services Advisors first reported a position in SMBK in Q3 2021 and held it in 8 quarters. The position peaked at $662K in Q2 2023. 102 funds tracked by Wall St. Rank hold SMBK as of Q1 2024.

Raymond James Financial Services Advisors reported no remaining SmartFinancial position as of Q1 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 14,250 SmartFinancial shares in Q1 2024, an estimated $349K.
Raymond James Financial Services Advisors first reported a position in SmartFinancial in Q3 2021 and held it in 8 quarters.
Raymond James Financial Services Advisors's SmartFinancial position peaked at $662K in Q2 2023.
102 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.