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Ritholtz Wealth Management’s Smith-Midland SMID Stock Holding History

Ritholtz 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
2022
Q1 		– Sell
-8,318
Closed -$391K – 608
2021
Q4 		$391K Buy
+8,318
New +$232K 0.02% 357

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
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.29B AUM 26.44% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Ritholtz Wealth Management's SMID Position: Q1 2022 in Review

Ritholtz Wealth Management sold out of Smith-Midland (SMID) in Q1 2022, closing a stake of 8,318 shares — an estimated $391K sold.

Ritholtz Wealth Management first reported a position in SMID in Q4 2021 and held it in 1 quarter. The position peaked at $391K in Q4 2021. 29 funds tracked by Wall St. Rank hold SMID as of Q1 2022.

  • Ritholtz Wealth Management reported no remaining Smith-Midland position as of Q1 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 8,318 Smith-Midland shares in Q1 2022, an estimated $391K.
  • Ritholtz Wealth Management first reported a position in Smith-Midland in Q4 2021 and held it in 1 quarter.
  • Ritholtz Wealth Management's Smith-Midland position peaked at $391K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2022.

Based on Ritholtz Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.