AJ Wealth Strategies’s SM Energy SM Stock Holding History

AJ Wealth Strategies’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 Q2	$710K	Buy	22,445 +124	+0.6%	+$3.5K	0.03%	150
2023 Q1	$629K	Buy	22,321 +106	+0.5%	+$3.23K	0.03%	155
2022 Q4	$774K	Buy	22,215 +71	+0.3%	+$2.95K	0.04%	151
2022 Q3	$833K	Hold	22,144	–	–	0.05%	142
2022 Q2	$757K	Buy	22,144 +6	+0%	+$244	0.04%	151
2022 Q1	$862K	Hold	22,138	–	–	0.04%	152
2021 Q4	$653K	Sell	22,138 -10,736	-33%	-$335K	0.03%	170
2021 Q3	$867K	Hold	32,874	–	–	0.05%	141
2021 Q2	$810K	Buy	32,874 +19	+0.1%	+$368	0.05%	140
2021 Q1	$538K	Hold	32,855	–	–	0.04%	157
2020 Q4	$201K	Buy	32,855 +170	+0.5%	+$573	0.02%	223
2020 Q3	$52K	Hold	32,685	–	–	0.01%	222
2020 Q2	$123K	Buy	32,685 +92	+0.3%	+$301	0.01%	194
2020 Q1	$40K	Buy	+32,593	New	+$230K	0.01%	176

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

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

RRAM

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

AJ Wealth Strategies's SM Position: Q2 2023 in Review

AJ Wealth Strategies increased its SM Energy (SM) stake by 0.56% in Q2 2023, buying an estimated $3.5K and bringing the position to 22,445 shares worth $710K. The position accounts for 0.03% of the portfolio, ranked #150.

AJ Wealth Strategies first reported a position in SM in Q1 2020 and has held it in 14 quarters since. The position peaked at $867K in Q3 2021. 307 funds tracked by Wall St. Rank hold SM as of Q2 2023.

AJ Wealth Strategies held 22,445 shares of SM Energy worth $710K as of Q2 2023.
AJ Wealth Strategies bought 124 SM Energy shares in Q2 2023, an estimated $3.5K.
SM Energy made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #150 holding.
AJ Wealth Strategies first reported a position in SM Energy in Q1 2020 and has held it in 14 quarters since.
AJ Wealth Strategies's SM Energy position peaked at $867K in Q3 2021.
307 funds tracked by Wall St. Rank held SM Energy as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.