SW
SMRT icon

SVB Wealth’s SmartRent SMRT Stock Holding History

SVB Wealth’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
2023
Q2 		– Sell
-31,625
Closed -$80.6K – 1000
2023
Q1 		$80.6K Hold
31,625
– – ﹤0.01% 951
2022
Q4 		$76.8K Hold
31,625
– – ﹤0.01% 988
2022
Q3 		$72K Buy
+31,625
New +$125K ﹤0.01% 935

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
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
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $591M AUM 10.19% 1-Year Est. Return

SVB Wealth's SMRT Position: Q2 2023 in Review

SVB Wealth sold out of SmartRent (SMRT) in Q2 2023, closing a stake of 31,625 shares — an estimated $80.6K sold.

SVB Wealth first reported a position in SMRT in Q3 2022 and held it in 3 quarters. The position peaked at $80.6K in Q1 2023. 114 funds tracked by Wall St. Rank hold SMRT as of Q2 2023.

  • SVB Wealth reported no remaining SmartRent position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 31,625 SmartRent shares in Q2 2023, an estimated $80.6K.
  • SVB Wealth first reported a position in SmartRent in Q3 2022 and held it in 3 quarters.
  • SVB Wealth's SmartRent position peaked at $80.6K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held SmartRent as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.