AW
SM icon

Avion Wealth’s SM Energy SM Stock Holding History

Avion 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
2026
Q1 		$12K Buy
397
+369
+1,318% +$8.42K ﹤0.01% 451
2025
Q4 		$0 Sell
28
-37
-57% -$750 ﹤0.01% 1564
2025
Q3 		$1K Sell
65
-20
-24% -$539 ﹤0.01% 1100
2025
Q2 		$2K Buy
85
+48
+130% +$1.16K ﹤0.01% 855
2025
Q1 		$1K Hold
37
– – ﹤0.01% 923
2024
Q4 		$1K Sell
37
-11
-23% -$465 ﹤0.01% 921
2024
Q3 		$1K Buy
48
+11
+30% +$477 ﹤0.01% 900
2024
Q2 		$1K Hold
37
– – ﹤0.01% 810
2024
Q1 		$2K Hold
37
– – ﹤0.01% 764
2023
Q4 		$1K Hold
37
– – ﹤0.01% 961
2023
Q3 		$1K Hold
37
– – ﹤0.01% 727
2023
Q2 		$1K Buy
+37
New +$1.04K ﹤0.01% 644

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return