AWM
SM icon

AE Wealth Management’s SM Energy SM Stock Holding History

AE 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
Q4 		– Sell
-13,497
Closed -$535K – 2170
2023
Q3 		$535K Buy
+13,497
New +$512K ﹤0.01% 1340
2022
Q4 		– Sell
-18,448
Closed -$694K – 1911
2022
Q3 		$694K Buy
+18,448
New +$726K 0.01% 1084
2022
Q2 		– Sell
-17,416
Closed -$678K – 1825
2022
Q1 		$678K Buy
+17,416
New +$628K ﹤0.01% 1075

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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

AE Wealth Management's SM Position: Q4 2023 in Review

AE Wealth Management sold out of SM Energy (SM) in Q4 2023, closing a stake of 13,497 shares — an estimated $535K sold.

AE Wealth Management first reported a position in SM in Q1 2022 and held it in 3 quarters. The position peaked at $694K in Q3 2022. 370 funds tracked by Wall St. Rank hold SM as of Q4 2023.

  • AE Wealth Management reported no remaining SM Energy position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 13,497 SM Energy shares in Q4 2023, an estimated $535K.
  • AE Wealth Management first reported a position in SM Energy in Q1 2022 and held it in 3 quarters.
  • AE Wealth Management's SM Energy position peaked at $694K in Q3 2022.
  • 370 funds tracked by Wall St. Rank held SM Energy as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.