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Wasatch Advisors’s SmartFinancial SMBK Stock Holding History

Wasatch Advisors’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-225,556
Closed -$4.89M – 248
2019
Q2 		$4.89M Buy
225,556
+35,048
+18% +$725K 0.05% 179
2019
Q1 		$3.6M Buy
190,508
+11,251
+6% +$215K 0.04% 190
2018
Q4 		$3.27M Buy
179,257
+34,890
+24% +$724K 0.04% 189
2018
Q3 		$3.4M Hold
144,367
– – 0.04% 199
2018
Q2 		$3.72M Sell
144,367
-33,015
-19% -$808K 0.04% 180
2018
Q1 		$4.18M Buy
177,382
+53,052
+43% +$1.19M 0.05% 165
2017
Q4 		$2.7M Buy
124,330
+10,000
+9% +$230K 0.04% 199
2017
Q3 		$2.75M Buy
114,330
+33,330
+41% +$795K 0.04% 209
2017
Q2 		$1.93M Buy
81,000
+27,161
+50% +$622K 0.03% 252
2017
Q1 		$1.13M Buy
53,839
+35,249
+190% +$738K 0.02% 298
2016
Q4 		$368K Buy
+18,590
New +$336K 0.01% 345

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return