Fortitude Advisory Group’s SM Energy SM Stock Holding History

Fortitude Advisory Group’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
2022 Q2	–	Sell	-380	Closed	-$15K	–	1097
2022 Q1	$15K	Hold	380	–	–	0.01%	927
2021 Q4	$11K	Buy	+380	New	+$11.9K	0.01%	1013

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RRAM

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

Fortitude Advisory Group's SM Position: Q2 2022 in Review

Fortitude Advisory Group sold out of SM Energy (SM) in Q2 2022, closing a stake of 380 shares — an estimated $15K sold.

Fortitude Advisory Group first reported a position in SM in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 308 funds tracked by Wall St. Rank hold SM as of Q2 2022.

Fortitude Advisory Group reported no remaining SM Energy position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 380 SM Energy shares in Q2 2022, an estimated $15K.
Fortitude Advisory Group first reported a position in SM Energy in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's SM Energy position peaked at $15K in Q1 2022.
308 funds tracked by Wall St. Rank held SM Energy as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.