FIA
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FNY Investment Advisers’s SM Energy SM Stock Holding History

FNY Investment Advisers’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
Q3 		– Sell
-2,300
Closed -$99K – 808
2024
Q2 		$99K Buy
+2,300
New +$113K 0.07% 182

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FNY Investment Advisers's SM Position: Q3 2024 in Review

FNY Investment Advisers sold out of SM Energy (SM) in Q3 2024, closing a stake of 2,300 shares — an estimated $99K sold.

FNY Investment Advisers first reported a position in SM in Q2 2024 and held it in 1 quarter. The position peaked at $99K in Q2 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

  • FNY Investment Advisers reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
  • FNY Investment Advisers sold 2,300 SM Energy shares in Q3 2024, an estimated $99K.
  • FNY Investment Advisers first reported a position in SM Energy in Q2 2024 and held it in 1 quarter.
  • FNY Investment Advisers's SM Energy position peaked at $99K in Q2 2024.
  • 420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on FNY Investment Advisers's 13F filing for Q3 2024, filed 18 Oct 2024.