SWM
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Sugarloaf Wealth Management’s SmartRent SMRT Stock Holding History

Sugarloaf Wealth Management’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
Q3 		– Sell
-4,155
Closed -$9.93K – 713
2024
Q2 		$9.93K Hold
4,155
– – ﹤0.01% 479
2024
Q1 		$11.1K Hold
4,155
– – ﹤0.01% 472
2023
Q4 		$13.3K Hold
4,155
– – ﹤0.01% 455
2023
Q3 		$10.8K Buy
4,155
+913
+28% +$3.1K ﹤0.01% 455
2023
Q2 		$12.4K Buy
+3,242
New +$9.91K ﹤0.01% 446

Other funds holding SMRT

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Sugarloaf Wealth Management's SMRT Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of SmartRent (SMRT) in Q3 2024, closing a stake of 4,155 shares — an estimated $9.93K sold.

Sugarloaf Wealth Management first reported a position in SMRT in Q2 2023 and held it in 5 quarters. The position peaked at $13.3K in Q4 2023. 130 funds tracked by Wall St. Rank hold SMRT as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining SmartRent position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 4,155 SmartRent shares in Q3 2024, an estimated $9.93K.
  • Sugarloaf Wealth Management first reported a position in SmartRent in Q2 2023 and held it in 5 quarters.
  • Sugarloaf Wealth Management's SmartRent position peaked at $13.3K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held SmartRent as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.