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Ashton Thomas Private Wealth’s SM Energy SM Stock Holding History

Ashton Thomas Private Wealth’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
2025
Q1 		– Sell
-17,186
Closed -$666K – 827
2024
Q4 		$666K Buy
+17,186
New +$726K 0.03% 476
2024
Q3 		– Sell
-3,062
Closed -$132K – 1638
2024
Q2 		$132K Buy
+3,062
New +$150K 0.01% 683
2023
Q4 		– Sell
-5,232
Closed -$207K – 610
2023
Q3 		$207K Buy
+5,232
New +$198K 0.02% 534

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ashton Thomas Private Wealth's SM Position: Q1 2025 in Review

Ashton Thomas Private Wealth sold out of SM Energy (SM) in Q1 2025, closing a stake of 17,186 shares — an estimated $666K sold.

Ashton Thomas Private Wealth first reported a position in SM in Q3 2023 and held it in 3 quarters. The position peaked at $666K in Q4 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Ashton Thomas Private Wealth reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 17,186 SM Energy shares in Q1 2025, an estimated $666K.
  • Ashton Thomas Private Wealth first reported a position in SM Energy in Q3 2023 and held it in 3 quarters.
  • Ashton Thomas Private Wealth's SM Energy position peaked at $666K in Q4 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2025, filed 16 May 2025.