SPIA
SMID icon

Steward Partners Investment Advisory’s Smith-Midland SMID Stock Holding History

Steward Partners Investment Advisory’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
2024
Q4 		– Sell
-1,125
Closed -$37.6K – 4091
2024
Q3 		$37.6K Hold
1,125
– – ﹤0.01% 2376
2024
Q2 		$31.2K Buy
+1,125
New +$41.2K ﹤0.01% 2323

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's SMID Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of Smith-Midland (SMID) in Q4 2024, closing a stake of 1,125 shares — an estimated $37.6K sold.

Steward Partners Investment Advisory first reported a position in SMID in Q2 2024 and held it in 2 quarters. The position peaked at $37.6K in Q3 2024. 58 funds tracked by Wall St. Rank hold SMID as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining Smith-Midland position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,125 Smith-Midland shares in Q4 2024, an estimated $37.6K.
  • Steward Partners Investment Advisory first reported a position in Smith-Midland in Q2 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Smith-Midland position peaked at $37.6K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Smith-Midland as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.