Clearview Wealth Advisors’s SM Energy SM Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-30	Closed	-$949	–	544
2023 Q2	$949	Buy	+30	New	+$848	﹤0.01%	609

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Clearview Wealth Advisors's SM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of SM Energy (SM) in Q3 2023, closing a stake of 30 shares — an estimated $949 sold.

Clearview Wealth Advisors first reported a position in SM in Q2 2023 and held it in 1 quarter. The position peaked at $949 in Q2 2023. 371 funds tracked by Wall St. Rank hold SM as of Q3 2023.

Clearview Wealth Advisors reported no remaining SM Energy position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 30 SM Energy shares in Q3 2023, an estimated $949.
Clearview Wealth Advisors first reported a position in SM Energy in Q2 2023 and held it in 1 quarter.
Clearview Wealth Advisors's SM Energy position peaked at $949 in Q2 2023.
371 funds tracked by Wall St. Rank held SM Energy as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.