Cahill Financial Advisors’s SM Energy SM Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-238	Closed	-$6K	–	678
2021 Q3	$6K	Buy	+238	New	+$4.81K	﹤0.01%	652

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

Cahill Financial Advisors's SM Position: Q4 2021 in Review

Cahill Financial Advisors sold out of SM Energy (SM) in Q4 2021, closing a stake of 238 shares — an estimated $6K sold.

Cahill Financial Advisors first reported a position in SM in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 261 funds tracked by Wall St. Rank hold SM as of Q4 2021.

Cahill Financial Advisors reported no remaining SM Energy position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 238 SM Energy shares in Q4 2021, an estimated $6K.
Cahill Financial Advisors first reported a position in SM Energy in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's SM Energy position peaked at $6K in Q3 2021.
261 funds tracked by Wall St. Rank held SM Energy as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.