TWD
SMRT icon

True Wealth Design’s SmartRent SMRT Stock Holding History

True Wealth Design’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
2026
Q1 		$45 Sell
30
-8
-21% -$14 ﹤0.01% 2574
2025
Q4 		$77 Sell
38
-57
-60% -$93 ﹤0.01% 2378
2025
Q3 		$134 Sell
95
-195
-67% -$250 ﹤0.01% 2397
2025
Q2 		$288 Buy
290
+43
+17% +$38 ﹤0.01% 1953
2025
Q1 		$299 Buy
+247
New +$346 ﹤0.01% 1776
2024
Q4 		– Sell
-447
Closed -$774 – 1503
2024
Q3 		$774 Buy
+447
New +$848 ﹤0.01% 1025

Other funds holding SMRT

Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $153M AUM 38.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return