Baystate Wealth Management’s SM Energy SM Stock Holding History

Baystate 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
2021 Q4	–	Sell	-30	Closed	-$1K	–	958
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	802
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	770
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	699
2020 Q4	$0	Hold	30	–	–	﹤0.01%	753
2020 Q3	$0	Hold	30	–	–	﹤0.01%	732
2020 Q2	$0	Hold	30	–	–	﹤0.01%	734
2020 Q1	$0	Hold	30	–	–	﹤0.01%	673
2019 Q4	$0	Hold	30	–	–	﹤0.01%	656
2019 Q3	$0	Hold	30	–	–	﹤0.01%	627
2019 Q2	$1K	Hold	30	–	–	﹤0.01%	603
2019 Q1	$1K	Hold	30	–	–	﹤0.01%	618
2018 Q4	$1K	Hold	30	–	–	﹤0.01%	627
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	638
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	650
2018 Q1	$1K	Hold	30	–	–	﹤0.01%	616
2017 Q4	$1K	Hold	30	–	–	﹤0.01%	608
2017 Q3	$1K	Hold	30	–	–	﹤0.01%	589
2017 Q2	$1K	Hold	30	–	–	﹤0.01%	621
2017 Q1	$1K	Buy	+30	New	+$831	﹤0.01%	586

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

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Baystate Wealth Management's SM Position: Q4 2021 in Review

Baystate Wealth Management sold out of SM Energy (SM) in Q4 2021, closing a stake of 30 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in SM in Q1 2017 and held it in 19 quarters. The position peaked at $1K in Q3 2021. 261 funds tracked by Wall St. Rank hold SM as of Q4 2021.

Baystate Wealth Management reported no remaining SM Energy position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 30 SM Energy shares in Q4 2021, an estimated $1K.
Baystate Wealth Management first reported a position in SM Energy in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's SM Energy position peaked at $1K in Q3 2021.
261 funds tracked by Wall St. Rank held SM Energy as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.