Baldwin Wealth Partners’s SM Energy SM Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-5,537	Closed	-$221K	–	882
2024 Q3	$221K	Buy	+5,537	New	+$240K	0.02%	316

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Baldwin Wealth Partners's SM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of SM Energy (SM) in Q4 2024, closing a stake of 5,537 shares — an estimated $221K sold.

Baldwin Wealth Partners first reported a position in SM in Q3 2024 and held it in 1 quarter. The position peaked at $221K in Q3 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

Baldwin Wealth Partners reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 5,537 SM Energy shares in Q4 2024, an estimated $221K.
Baldwin Wealth Partners first reported a position in SM Energy in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's SM Energy position peaked at $221K in Q3 2024.
426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.