CAN
SM icon

Cetera Advisor Networks’s SM Energy SM Stock Holding History

Cetera Advisor Networks’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
Q1 		$640K Buy
12,848
+6,995
+120% +$286K ﹤0.01% 1768
2023
Q4 		$227K Buy
+5,853
New +$226K ﹤0.01% 2443
2020
Q3 		– Sell
-600
Closed -$2K – 2742
2020
Q2 		$2K Buy
+600
New +$1.96K ﹤0.01% 3261

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cetera Advisor Networks's SM Position: Q1 2024 in Review

Cetera Advisor Networks increased its SM Energy (SM) stake by 120% in Q1 2024, buying an estimated $286K and bringing the position to 12,848 shares worth $640K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Cetera Advisor Networks first reported a position in SM in Q2 2020 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold SM as of Q1 2024.

  • Cetera Advisor Networks held 12,848 shares of SM Energy worth $640K as of Q1 2024.
  • Cetera Advisor Networks bought 6,995 SM Energy shares in Q1 2024, an estimated $286K.
  • SM Energy made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1768 holding.
  • Cetera Advisor Networks first reported a position in SM Energy in Q2 2020 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held SM Energy as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.