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Beck Capital Management’s SM Energy SM Stock Holding History

Beck Capital 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
2023
Q1 		– Sell
-39,964
Closed -$1.39M – 137
2022
Q4 		$1.39M Buy
39,964
+3,221
+9% +$134K 0.59% 76
2022
Q3 		$1.38M Sell
36,743
-2,024
-5% -$79.6K 0.59% 72
2022
Q2 		$1.32M Buy
+38,767
New +$1.58M 0.6% 63

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
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beck Capital Management's SM Position: Q1 2023 in Review

Beck Capital Management sold out of SM Energy (SM) in Q1 2023, closing a stake of 39,964 shares — an estimated $1.39M sold.

Beck Capital Management first reported a position in SM in Q2 2022 and held it in 3 quarters. The position peaked at $1.39M in Q4 2022. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

  • Beck Capital Management reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
  • Beck Capital Management sold 39,964 SM Energy shares in Q1 2023, an estimated $1.39M.
  • Beck Capital Management first reported a position in SM Energy in Q2 2022 and held it in 3 quarters.
  • Beck Capital Management's SM Energy position peaked at $1.39M in Q4 2022.
  • 294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

Based on Beck Capital Management's 13F filing for Q1 2023, filed 15 May 2023.