FFA
SM icon

Frazier Financial Advisors’s SM Energy SM Stock Holding History

Frazier Financial Advisors’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
-51
Closed -$2.21K – 1018
2024
Q2 		$2.21K Buy
51
+44
+629% +$2.16K ﹤0.01% 786
2024
Q1 		$349 Buy
+7
New +$286 ﹤0.01% 853

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

Frazier Financial Advisors's SM Position: Q3 2024 in Review

Frazier Financial Advisors sold out of SM Energy (SM) in Q3 2024, closing a stake of 51 shares — an estimated $2.21K sold.

Frazier Financial Advisors first reported a position in SM in Q1 2024 and held it in 2 quarters. The position peaked at $2.21K in Q2 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

  • Frazier Financial Advisors reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 51 SM Energy shares in Q3 2024, an estimated $2.21K.
  • Frazier Financial Advisors first reported a position in SM Energy in Q1 2024 and held it in 2 quarters.
  • Frazier Financial Advisors's SM Energy position peaked at $2.21K in Q2 2024.
  • 420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Frazier Financial Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.