Advisor Partners’s SM Energy SM Stock Holding History

Advisor Partners’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
2022 Q2	$307K	Buy	8,985 +644	+8%	+$26.2K	0.02%	631
2022 Q1	$325K	Buy	8,341 +372	+5%	+$13.4K	0.02%	647
2021 Q4	$235K	Buy	+7,969	New	+$249K	0.01%	758
2020 Q2	–	Sell	-10,627	Closed	-$14K	–	706
2020 Q1	$14K	Buy	+10,627	New	+$75.2K	﹤0.01%	625
2014 Q1	–	Sell	-2,446	Closed	-$203K	–	266
2013 Q4	$203K	Buy	+2,446	New	+$209K	0.12%	247

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RRAM

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

Advisor Partners's SM Position: Q2 2022 in Review

Advisor Partners increased its SM Energy (SM) stake by 7.7% in Q2 2022, buying an estimated $26.2K and bringing the position to 8,985 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #631.

Advisor Partners first reported a position in SM in Q4 2013 and has held it in 5 quarters since. The position peaked at $325K in Q1 2022. 309 funds tracked by Wall St. Rank hold SM as of Q2 2022.

Advisor Partners held 8,985 shares of SM Energy worth $307K as of Q2 2022.
Advisor Partners bought 644 SM Energy shares in Q2 2022, an estimated $26.2K.
SM Energy made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #631 holding.
Advisor Partners first reported a position in SM Energy in Q4 2013 and has held it in 5 quarters since.
Advisor Partners's SM Energy position peaked at $325K in Q1 2022.
309 funds tracked by Wall St. Rank held SM Energy as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.