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Coppell Advisory Solutions’s SM Energy SM Stock Holding History

Coppell Advisory Solutions’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
-608
Closed -$23.4K – 1607
2024
Q4 		$23.4K Hold
608
– – ﹤0.01% 818
2024
Q3 		$24.2K Hold
608
– – ﹤0.01% 783
2024
Q2 		$26.3K Buy
+608
New +$29.9K ﹤0.01% 680
2023
Q4 		$24.2K Buy
626
+496
+382% +$19.1K ﹤0.01% 676
2023
Q3 		$4.53K Buy
130
+43
+49% +$1.63K ﹤0.01% 729
2023
Q2 		$2.72K Buy
+87
New +$2.46K ﹤0.01% 969
2023
Q1 		– Sell
-130
Closed -$4.53K – 931
2022
Q4 		$4.53K Buy
+130
New +$5.41K ﹤0.01% 732

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Coppell Advisory Solutions's SM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of SM Energy (SM) in Q1 2025, closing a stake of 608 shares — an estimated $23.4K sold.

Coppell Advisory Solutions first reported a position in SM in Q4 2022 and held it in 7 quarters. The position peaked at $26.3K in Q2 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 608 SM Energy shares in Q1 2025, an estimated $23.4K.
  • Coppell Advisory Solutions first reported a position in SM Energy in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's SM Energy position peaked at $26.3K in Q2 2024.
  • 404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.