AWM
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Avior Wealth Management’s SM Energy SM Stock Holding History

Avior 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
2025
Q1 		– Sell
-5
Closed -$193 – 2069
2024
Q4 		$193 Sell
5
-82
-94% -$3.46K ﹤0.01% 2369
2024
Q3 		$3.48K Buy
+87
New +$3.77K ﹤0.01% 1881
2024
Q2 		– Sell
-51
Closed -$2.54K – 3508
2024
Q1 		$2.54K Sell
51
-51
-50% -$2.08K ﹤0.01% 2234
2023
Q4 		$3.95K Buy
102
+4
+4% +$154 ﹤0.01% 1210
2023
Q3 		$3.88K Buy
+98
New +$3.72K ﹤0.01% 1262

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

Avior Wealth Management's SM Position: Q1 2025 in Review

Avior Wealth Management sold out of SM Energy (SM) in Q1 2025, closing a stake of 5 shares — an estimated $193 sold.

Avior Wealth Management first reported a position in SM in Q3 2023 and held it in 5 quarters. The position peaked at $3.95K in Q4 2023. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Avior Wealth Management reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5 SM Energy shares in Q1 2025, an estimated $193.
  • Avior Wealth Management first reported a position in SM Energy in Q3 2023 and held it in 5 quarters.
  • Avior Wealth Management's SM Energy position peaked at $3.95K in Q4 2023.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.