Fourpath Capital Management’s SM Energy SM Stock Holding History

Fourpath 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
2024 Q4	–	Sell	-95	Closed	-$3.8K	–	679
2024 Q3	$3.8K	Buy	+95	New	+$4.12K	﹤0.01%	591

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fourpath Capital Management's SM Position: Q4 2024 in Review

Fourpath Capital Management sold out of SM Energy (SM) in Q4 2024, closing a stake of 95 shares — an estimated $3.8K sold.

Fourpath Capital Management first reported a position in SM in Q3 2024 and held it in 1 quarter. The position peaked at $3.8K in Q3 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

Fourpath Capital Management reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
Fourpath Capital Management sold 95 SM Energy shares in Q4 2024, an estimated $3.8K.
Fourpath Capital Management first reported a position in SM Energy in Q3 2024 and held it in 1 quarter.
Fourpath Capital Management's SM Energy position peaked at $3.8K in Q3 2024.
426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.