Bellwether Advisors’s SM Energy SM Stock Holding History

Bellwether Advisors’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
2022 Q1	–	Sell	-1,111	Closed	-$32K	–	615
2021 Q4	$32K	Buy	+1,111	New	+$34.7K	0.01%	237

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

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

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

JIM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bellwether Advisors's SM Position: Q1 2022 in Review

Bellwether Advisors sold out of SM Energy (SM) in Q1 2022, closing a stake of 1,111 shares — an estimated $32K sold.

Bellwether Advisors first reported a position in SM in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 301 funds tracked by Wall St. Rank hold SM as of Q1 2022.

Bellwether Advisors reported no remaining SM Energy position as of Q1 2022 after selling out during the quarter.
Bellwether Advisors sold 1,111 SM Energy shares in Q1 2022, an estimated $32K.
Bellwether Advisors first reported a position in SM Energy in Q4 2021 and held it in 1 quarter.
Bellwether Advisors's SM Energy position peaked at $32K in Q4 2021.
301 funds tracked by Wall St. Rank held SM Energy as of Q1 2022.

Based on Bellwether Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.