FFM
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Forum Financial Management’s SM Energy SM Stock Holding History

Forum Financial 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
2022
Q4 		– Sell
-5,538
Closed -$208K – 605
2022
Q3 		$208K Buy
+5,538
New +$218K 0.01% 487

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Forum Financial Management's SM Position: Q4 2022 in Review

Forum Financial Management sold out of SM Energy (SM) in Q4 2022, closing a stake of 5,538 shares — an estimated $208K sold.

Forum Financial Management first reported a position in SM in Q3 2022 and held it in 1 quarter. The position peaked at $208K in Q3 2022. 342 funds tracked by Wall St. Rank hold SM as of Q4 2022.

  • Forum Financial Management reported no remaining SM Energy position as of Q4 2022 after selling out during the quarter.
  • Forum Financial Management sold 5,538 SM Energy shares in Q4 2022, an estimated $208K.
  • Forum Financial Management first reported a position in SM Energy in Q3 2022 and held it in 1 quarter.
  • Forum Financial Management's SM Energy position peaked at $208K in Q3 2022.
  • 342 funds tracked by Wall St. Rank held SM Energy as of Q4 2022.

Based on Forum Financial Management's 13F filing for Q4 2022, filed 24 Jan 2023.