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GHP Investment Advisors’s SM Energy SM Stock Holding History

GHP Investment 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
-329
Closed -$14.2K – 1069
2024
Q2 		$14.2K Buy
+329
New +$16.2K ﹤0.01% 640
2023
Q1 		– Sell
-150
Closed -$5.22K – 952
2022
Q4 		$5.22K Hold
150
– – ﹤0.01% 778
2022
Q3 		$6K Hold
150
– – ﹤0.01% 770
2022
Q2 		$5K Hold
150
– – ﹤0.01% 807
2022
Q1 		$6K Buy
+150
New +$5.41K ﹤0.01% 809

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

GHP Investment Advisors's SM Position: Q3 2024 in Review

GHP Investment Advisors sold out of SM Energy (SM) in Q3 2024, closing a stake of 329 shares — an estimated $14.2K sold.

GHP Investment Advisors first reported a position in SM in Q1 2022 and held it in 5 quarters. The position peaked at $14.2K in Q2 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

  • GHP Investment Advisors reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 329 SM Energy shares in Q3 2024, an estimated $14.2K.
  • GHP Investment Advisors first reported a position in SM Energy in Q1 2022 and held it in 5 quarters.
  • GHP Investment Advisors's SM Energy position peaked at $14.2K in Q2 2024.
  • 420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.