Steward Partners Investment Advisory’s Smith Micro Software SMSI Stock Holding History

Steward Partners Investment Advisory’s Portfolio SMSI Stock Details SMSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-37	Closed	-$240	–	4146
2024 Q4	$240	Hold	37	–	–	﹤0.01%	3895
2024 Q3	$187	Hold	37	–	–	﹤0.01%	3650
2024 Q2	$404	Hold	37	–	–	﹤0.01%	3488
2024 Q1	$506	Hold	37	–	–	﹤0.01%	3426
2023 Q4	$1.21K	Hold	37	–	–	﹤0.01%	3284
2023 Q3	$1.78K	Buy	+37	New	+$1.94K	﹤0.01%	3097

Other funds holding SMSI

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Steward Partners Investment Advisory's SMSI Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Smith Micro Software (SMSI) in Q1 2025, closing a stake of 37 shares — an estimated $240 sold.

Steward Partners Investment Advisory first reported a position in SMSI in Q3 2023 and held it in 6 quarters. The position peaked at $1.78K in Q3 2023. 26 funds tracked by Wall St. Rank hold SMSI as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Smith Micro Software position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 37 Smith Micro Software shares in Q1 2025, an estimated $240.
Steward Partners Investment Advisory first reported a position in Smith Micro Software in Q3 2023 and held it in 6 quarters.
Steward Partners Investment Advisory's Smith Micro Software position peaked at $1.78K in Q3 2023.
26 funds tracked by Wall St. Rank held Smith Micro Software as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.