AWA
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Aaron Wealth Advisors’s SM Energy SM Stock Holding History

Aaron Wealth Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,117
Closed -$205K – 476
2024
Q3 		$205K Buy
5,117
+83
+2% +$3.6K 0.02% 410
2024
Q2 		$218K Hold
5,034
– – 0.03% 298
2024
Q1 		$251K Sell
5,034
-241
-5% -$9.85K 0.04% 248
2023
Q4 		$204K Buy
+5,275
New +$203K 0.03% 248

Other funds holding SM

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aaron Wealth Advisors's SM Position: Q4 2024 in Review

Aaron Wealth Advisors sold out of SM Energy (SM) in Q4 2024, closing a stake of 5,117 shares — an estimated $205K sold.

Aaron Wealth Advisors first reported a position in SM in Q4 2023 and held it in 4 quarters. The position peaked at $251K in Q1 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Aaron Wealth Advisors reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Aaron Wealth Advisors sold 5,117 SM Energy shares in Q4 2024, an estimated $205K.
  • Aaron Wealth Advisors first reported a position in SM Energy in Q4 2023 and held it in 4 quarters.
  • Aaron Wealth Advisors's SM Energy position peaked at $251K in Q1 2024.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Aaron Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.