C.M. Bidwell & Associates’s SM Energy SM Stock Holding History

C.M. Bidwell & Associates’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 Q2	–	Sell	-85	Closed	-$3K	–	547
2022 Q1	$3K	Hold	85	–	–	﹤0.01%	460
2021 Q4	$3K	Buy	+85	New	+$2.65K	﹤0.01%	501
2014 Q1	–	Sell	-32,655	Closed	-$2.71M	–	260
2013 Q4	$2.71M	Buy	+32,655	New	+$2.79M	0.67%	81

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

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

C.M. Bidwell & Associates's SM Position: Q2 2022 in Review

C.M. Bidwell & Associates sold out of SM Energy (SM) in Q2 2022, closing a stake of 85 shares — an estimated $3K sold.

C.M. Bidwell & Associates first reported a position in SM in Q4 2013 and held it in 3 quarters. The position peaked at $2.71M in Q4 2013. 308 funds tracked by Wall St. Rank hold SM as of Q2 2022.

C.M. Bidwell & Associates reported no remaining SM Energy position as of Q2 2022 after selling out during the quarter.
C.M. Bidwell & Associates sold 85 SM Energy shares in Q2 2022, an estimated $3K.
C.M. Bidwell & Associates first reported a position in SM Energy in Q4 2013 and held it in 3 quarters.
C.M. Bidwell & Associates's SM Energy position peaked at $2.71M in Q4 2013.
308 funds tracked by Wall St. Rank held SM Energy as of Q2 2022.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.