Accurate Wealth Management’s SM Energy SM Stock Holding History

Accurate Wealth Management’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
2023 Q1	–	Sell	-285	Closed	-$8.89K	–	1230
2022 Q4	$8.89K	Buy	+285	New	+$11.9K	﹤0.01%	895

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Accurate Wealth Management's SM Position: Q1 2023 in Review

Accurate Wealth Management sold out of SM Energy (SM) in Q1 2023, closing a stake of 285 shares — an estimated $8.89K sold.

Accurate Wealth Management first reported a position in SM in Q4 2022 and held it in 1 quarter. The position peaked at $8.89K in Q4 2022. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

Accurate Wealth Management reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 285 SM Energy shares in Q1 2023, an estimated $8.89K.
Accurate Wealth Management first reported a position in SM Energy in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's SM Energy position peaked at $8.89K in Q4 2022.
294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.