UCFA
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United Capital Financial Advisors’s SmartRent SMRT Stock Holding History

United Capital Financial Advisors’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
Q1 		– Sell
-15,812
Closed -$38.4K – 1061
2022
Q4 		$38.4K Buy
+15,812
New +$39.1K ﹤0.01% 1025

Other funds holding SMRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
OWIM
Old West Investment Management Los Angeles, California $923M AUM 112.31% 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
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return

United Capital Financial Advisors's SMRT Position: Q1 2023 in Review

United Capital Financial Advisors sold out of SmartRent (SMRT) in Q1 2023, closing a stake of 15,812 shares — an estimated $38.4K sold.

United Capital Financial Advisors first reported a position in SMRT in Q4 2022 and held it in 1 quarter. The position peaked at $38.4K in Q4 2022. 103 funds tracked by Wall St. Rank hold SMRT as of Q1 2023.

  • United Capital Financial Advisors reported no remaining SmartRent position as of Q1 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,812 SmartRent shares in Q1 2023, an estimated $38.4K.
  • United Capital Financial Advisors first reported a position in SmartRent in Q4 2022 and held it in 1 quarter.
  • United Capital Financial Advisors's SmartRent position peaked at $38.4K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held SmartRent as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.