Cassady Schiller Wealth Management’s SM Energy SM Stock Holding History

Cassady Schiller 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
2024 Q4	$1.63K	Buy	+42	New	+$1.77K	﹤0.01%	640

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cassady Schiller Wealth Management's SM Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in SM Energy (SM) in Q4 2024: 42 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings.

426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

Cassady Schiller Wealth Management held 42 shares of SM Energy worth $1.63K as of Q4 2024.
SM Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
SM Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #640 holding.
426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.