GA
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GoalVest Advisory’s SM Energy SM Stock Holding History

GoalVest Advisory’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
-11
Closed -$426 – 467
2023
Q4 		$426 Sell
11
-78
-88% -$3.01K ﹤0.01% 356
2023
Q3 		$3.53K Buy
89
+14
+19% +$531 ﹤0.01% 374
2023
Q2 		$2.37K Buy
+75
New +$2.12K ﹤0.01% 344

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GoalVest Advisory's SM Position: Q1 2024 in Review

GoalVest Advisory sold out of SM Energy (SM) in Q1 2024, closing a stake of 11 shares — an estimated $426 sold.

GoalVest Advisory first reported a position in SM in Q2 2023 and held it in 3 quarters. The position peaked at $3.53K in Q3 2023. 390 funds tracked by Wall St. Rank hold SM as of Q1 2024.

  • GoalVest Advisory reported no remaining SM Energy position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 11 SM Energy shares in Q1 2024, an estimated $426.
  • GoalVest Advisory first reported a position in SM Energy in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's SM Energy position peaked at $3.53K in Q3 2023.
  • 390 funds tracked by Wall St. Rank held SM Energy as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.