Concord Wealth Partners’s SM Energy SM Stock Holding History

Concord Wealth Partners’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
2025 Q1	–	Sell	-16	Closed	-$620	–	953
2024 Q4	$620	Hold	16	–	–	﹤0.01%	844
2024 Q3	$640	Buy	+16	New	+$694	﹤0.01%	878

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Concord Wealth Partners's SM Position: Q1 2025 in Review

Concord Wealth Partners sold out of SM Energy (SM) in Q1 2025, closing a stake of 16 shares — an estimated $620 sold.

Concord Wealth Partners first reported a position in SM in Q3 2024 and held it in 2 quarters. The position peaked at $640 in Q3 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

Concord Wealth Partners reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 16 SM Energy shares in Q1 2025, an estimated $620.
Concord Wealth Partners first reported a position in SM Energy in Q3 2024 and held it in 2 quarters.
Concord Wealth Partners's SM Energy position peaked at $640 in Q3 2024.
404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.