SIA
SMRT icon

Schechter Investment Advisors’s SmartRent SMRT Stock Holding History

Schechter Investment Advisors’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
-150,912
Closed -$404K – 681
2024
Q1 		$404K Hold
150,912
– – 0.03% 430
2023
Q4 		$481K Hold
150,912
– – 0.04% 357
2023
Q3 		$394K Hold
150,912
– – 0.04% 393
2023
Q2 		$578K Hold
150,912
– – 0.05% 353
2023
Q1 		$385K Buy
150,912
+64,806
+75% +$174K 0.04% 467
2022
Q4 		$209K Buy
86,106
+14,349
+20% +$35.5K 0.02% 744
2022
Q3 		$163K Buy
71,757
+28,700
+67% +$113K 0.02% 861
2022
Q2 		$195K Buy
+43,057
New +$217K 0.02% 849

Other funds holding SMRT

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

Schechter Investment Advisors's SMRT Position: Q2 2024 in Review

Schechter Investment Advisors sold out of SmartRent (SMRT) in Q2 2024, closing a stake of 150,912 shares — an estimated $404K sold.

Schechter Investment Advisors first reported a position in SMRT in Q2 2022 and held it in 8 quarters. The position peaked at $578K in Q2 2023. 123 funds tracked by Wall St. Rank hold SMRT as of Q2 2024.

  • Schechter Investment Advisors reported no remaining SmartRent position as of Q2 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 150,912 SmartRent shares in Q2 2024, an estimated $404K.
  • Schechter Investment Advisors first reported a position in SmartRent in Q2 2022 and held it in 8 quarters.
  • Schechter Investment Advisors's SmartRent position peaked at $578K in Q2 2023.
  • 123 funds tracked by Wall St. Rank held SmartRent as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.