Friedenthal Financial’s SM Energy SM Stock Holding History

Friedenthal Financial’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
2023 Q4	–	Sell	-18,266	Closed	-$724K	–	262
2023 Q3	$724K	Buy	+18,266	New	+$693K	0.49%	59

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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

Friedenthal Financial's SM Position: Q4 2023 in Review

Friedenthal Financial sold out of SM Energy (SM) in Q4 2023, closing a stake of 18,266 shares — an estimated $724K sold.

Friedenthal Financial first reported a position in SM in Q3 2023 and held it in 1 quarter. The position peaked at $724K in Q3 2023. 370 funds tracked by Wall St. Rank hold SM as of Q4 2023.

Friedenthal Financial reported no remaining SM Energy position as of Q4 2023 after selling out during the quarter.
Friedenthal Financial sold 18,266 SM Energy shares in Q4 2023, an estimated $724K.
Friedenthal Financial first reported a position in SM Energy in Q3 2023 and held it in 1 quarter.
Friedenthal Financial's SM Energy position peaked at $724K in Q3 2023.
370 funds tracked by Wall St. Rank held SM Energy as of Q4 2023.

Based on Friedenthal Financial's 13F filing for Q4 2023, filed 29 Jan 2024.