WA
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Waverly Advisors’s SmartFinancial SMBK Stock Holding History

Waverly 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
2024
Q4 		– Sell
-12,757
Closed -$372K – 1017
2024
Q3 		$372K Buy
+12,757
New +$351K 0.01% 634
2024
Q1 		– Sell
-16,167
Closed -$396K – 707
2023
Q4 		$396K Sell
16,167
-360
-2% -$7.97K 0.01% 325
2023
Q3 		$353K Hold
16,527
– – 0.02% 301
2023
Q2 		$355K Hold
16,527
– – 0.02% 274
2023
Q1 		$382K Hold
16,527
– – 0.02% 216
2022
Q4 		$454K Hold
16,527
– – 0.03% 183
2022
Q3 		$408K Hold
16,527
– – 0.03% 169
2022
Q2 		$399K Hold
16,527
– – 0.04% 142
2022
Q1 		$423K Hold
16,527
– – 0.04% 132
2021
Q4 		$429K Sell
16,527
-473
-3% -$12.5K 0.04% 132
2021
Q3 		$454K Hold
17,000
– – 0.04% 128
2021
Q2 		$423K Hold
17,000
– – 0.04% 127
2021
Q1 		$410K Hold
17,000
– – 0.04% 115
2020
Q4 		$352K Buy
+17,000
New +$280K 0.04% 114

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return