Wealthspire Advisors (New York)’s Smart for Life, Inc. Common Stock SMFL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,731
Closed -$61.4K 776
2024
Q2
$61.4K Buy
+20,731
New +$70.6K ﹤0.01% 647

Wealthspire Advisors (New York)'s SMFL Position: Q3 2024 in Review

Wealthspire Advisors (New York) sold out of Smart for Life, Inc. Common Stock (SMFL) in Q3 2024, closing a stake of 20,731 shares — an estimated $61.4K sold.

Wealthspire Advisors (New York) first reported a position in SMFL in Q2 2024 and held it in 1 quarter. The position peaked at $61.4K in Q2 2024. 0 funds tracked by Wall St. Rank hold SMFL as of Q3 2024.

  • Wealthspire Advisors (New York) reported no remaining Smart for Life, Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 20,731 Smart for Life, Inc. Common Stock shares in Q3 2024, an estimated $61.4K.
  • Wealthspire Advisors (New York) first reported a position in Smart for Life, Inc. Common Stock in Q2 2024 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Smart for Life, Inc. Common Stock position peaked at $61.4K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held Smart for Life, Inc. Common Stock as of Q3 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2024, filed 13 Nov 2024.