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AdvisorShares Investments’s SM Energy SM Stock Holding History

AdvisorShares Investments’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
-10,032
Closed -$401K – 323
2024
Q3 		$401K Buy
10,032
+664
+7% +$28.8K 0.08% 189
2024
Q2 		$409K Sell
9,368
-404
-4% -$19.8K 0.07% 188
2024
Q1 		$487K Hold
9,772
– – 0.08% 146
2023
Q4 		$378K Sell
9,772
-114
-1% -$4.4K 0.09% 194
2023
Q3 		$392K Buy
+9,886
New +$375K 0.1% 126

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

AdvisorShares Investments's SM Position: Q4 2024 in Review

AdvisorShares Investments sold out of SM Energy (SM) in Q4 2024, closing a stake of 10,032 shares — an estimated $401K sold.

AdvisorShares Investments first reported a position in SM in Q3 2023 and held it in 5 quarters. The position peaked at $487K in Q1 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • AdvisorShares Investments reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • AdvisorShares Investments sold 10,032 SM Energy shares in Q4 2024, an estimated $401K.
  • AdvisorShares Investments first reported a position in SM Energy in Q3 2023 and held it in 5 quarters.
  • AdvisorShares Investments's SM Energy position peaked at $487K in Q1 2024.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on AdvisorShares Investments's 13F filing for Q4 2024, filed 14 Feb 2025.