SMART Wealth’s Tanger SKT Stock Holding History

SMART Wealth’s Portfolio SKT Stock Details SKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11,284	Closed	-$313K	–	128
2023 Q4	$313K	Buy	+11,284	New	+$281K	0.17%	60
2023 Q3	–	Sell	-9,441	Closed	-$208K	–	83
2023 Q2	$208K	Buy	+9,441	New	+$189K	0.16%	76

Other funds holding SKT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SMART Wealth's SKT Position: Q1 2024 in Review

SMART Wealth sold out of Tanger (SKT) in Q1 2024, closing a stake of 11,284 shares — an estimated $313K sold.

SMART Wealth first reported a position in SKT in Q2 2023 and held it in 2 quarters. The position peaked at $313K in Q4 2023. 292 funds tracked by Wall St. Rank hold SKT as of Q1 2024.

SMART Wealth reported no remaining Tanger position as of Q1 2024 after selling out during the quarter.
SMART Wealth sold 11,284 Tanger shares in Q1 2024, an estimated $313K.
SMART Wealth first reported a position in Tanger in Q2 2023 and held it in 2 quarters.
SMART Wealth's Tanger position peaked at $313K in Q4 2023.
292 funds tracked by Wall St. Rank held Tanger as of Q1 2024.

Based on SMART Wealth's 13F filing for Q1 2024, filed 16 Dec 2024.