Glassman Wealth Services’s SM Energy SM Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-57	Closed	-$2.21K	–	1552
2023 Q4	$2.21K	Buy	57 +31	+119%	+$1.2K	﹤0.01%	1324
2023 Q3	$1.03K	Hold	26	–	–	﹤0.01%	1538
2023 Q2	$822	Sell	26 -19	-42%	-$537	﹤0.01%	1497
2023 Q1	$1.27K	Buy	45 +34	+309%	+$1.04K	﹤0.01%	1356
2022 Q4	$383	Hold	11	–	–	﹤0.01%	1675
2022 Q3	$0	Sell	11 -3	-21%	-$118	﹤0.01%	1954
2022 Q2	$0	Buy	14 +3	+27%	+$122	﹤0.01%	1965
2022 Q1	$0	Hold	11	–	–	﹤0.01%	1923
2021 Q4	$0	Sell	11 -300	-96%	-$9.37K	﹤0.01%	1885
2021 Q3	$8K	Buy	311 +11	+4%	+$222	﹤0.01%	833
2021 Q2	$7K	Hold	300	–	–	﹤0.01%	844
2021 Q1	$5K	Buy	+300	New	+$3.83K	﹤0.01%	875
2019 Q4	–	Sell	-134	Closed	-$1K	–	1458
2019 Q3	$1K	Buy	134 +132	+6,600%	+$1.35K	﹤0.01%	912
2019 Q2	$0	Buy	+2	New	+$29	﹤0.01%	1341

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

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

Glassman Wealth Services's SM Position: Q1 2024 in Review

Glassman Wealth Services sold out of SM Energy (SM) in Q1 2024, closing a stake of 57 shares — an estimated $2.21K sold.

Glassman Wealth Services first reported a position in SM in Q2 2019 and held it in 14 quarters. The position peaked at $8K in Q3 2021. 390 funds tracked by Wall St. Rank hold SM as of Q1 2024.

Glassman Wealth Services reported no remaining SM Energy position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 57 SM Energy shares in Q1 2024, an estimated $2.21K.
Glassman Wealth Services first reported a position in SM Energy in Q2 2019 and held it in 14 quarters.
Glassman Wealth Services's SM Energy position peaked at $8K in Q3 2021.
390 funds tracked by Wall St. Rank held SM Energy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.