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Synergy Investment Management’s SmartRent SMRT Stock Holding History

Synergy Investment 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
2025
Q2 		– Sell
-362
Closed -$438 – 489
2025
Q1 		$438 Hold
362
– – ﹤0.01% 585
2024
Q4 		$634 Buy
+362
New +$606 ﹤0.01% 615

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UBS Group
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OCM
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BDAM
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Goldman Sachs
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TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
BlackRock
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SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

Synergy Investment Management's SMRT Position: Q2 2025 in Review

Synergy Investment Management sold out of SmartRent (SMRT) in Q2 2025, closing a stake of 362 shares — an estimated $438 sold.

Synergy Investment Management first reported a position in SMRT in Q4 2024 and held it in 2 quarters. The position peaked at $634 in Q4 2024. 117 funds tracked by Wall St. Rank hold SMRT as of Q2 2025.

  • Synergy Investment Management reported no remaining SmartRent position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 362 SmartRent shares in Q2 2025, an estimated $438.
  • Synergy Investment Management first reported a position in SmartRent in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's SmartRent position peaked at $634 in Q4 2024.
  • 117 funds tracked by Wall St. Rank held SmartRent as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.