FCM
SM icon

Firestone Capital Management’s SM Energy SM Stock Holding History

Firestone Capital 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
2021
Q4 		– Sell
-725
Closed -$18K – 389
2021
Q3 		$18K Hold
725
– – 0.01% 320
2021
Q2 		$18K Sell
725
-1,275
-64% -$24.7K 0.01% 312
2021
Q1 		$33K Sell
2,000
-2,635
-57% -$33.7K 0.01% 261
2020
Q4 		$28K Buy
4,635
+10
+0.2% +$34 0.01% 266
2020
Q3 		$7K Hold
4,625
– – ﹤0.01% 344
2020
Q2 		$17K Hold
4,625
– – 0.01% 281
2020
Q1 		$6K Buy
+4,625
New +$32.7K ﹤0.01% 348

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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Firestone Capital Management's SM Position: Q4 2021 in Review

Firestone Capital Management sold out of SM Energy (SM) in Q4 2021, closing a stake of 725 shares — an estimated $18K sold.

Firestone Capital Management first reported a position in SM in Q1 2020 and held it in 7 quarters. The position peaked at $33K in Q1 2021. 261 funds tracked by Wall St. Rank hold SM as of Q4 2021.

  • Firestone Capital Management reported no remaining SM Energy position as of Q4 2021 after selling out during the quarter.
  • Firestone Capital Management sold 725 SM Energy shares in Q4 2021, an estimated $18K.
  • Firestone Capital Management first reported a position in SM Energy in Q1 2020 and held it in 7 quarters.
  • Firestone Capital Management's SM Energy position peaked at $33K in Q1 2021.
  • 261 funds tracked by Wall St. Rank held SM Energy as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.