GI
SM icon

Gradient Investments’s SM Energy SM Stock Holding History

Gradient Investments’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
-17
Closed -$735 – 1113
2024
Q2 		$735 Buy
17
+10
+143% +$491 ﹤0.01% 1125
2024
Q1 		$349 Hold
7
– – ﹤0.01% 1065
2023
Q4 		$271 Hold
7
– – ﹤0.01% 1673
2023
Q3 		$278 Hold
7
– – ﹤0.01% 1642
2023
Q2 		$221 Hold
7
– – ﹤0.01% 1625
2023
Q1 		$197 Buy
+7
New +$214 ﹤0.01% 1384

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

Gradient Investments's SM Position: Q3 2024 in Review

Gradient Investments sold out of SM Energy (SM) in Q3 2024, closing a stake of 17 shares — an estimated $735 sold.

Gradient Investments first reported a position in SM in Q1 2023 and held it in 6 quarters. The position peaked at $735 in Q2 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

  • Gradient Investments reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 17 SM Energy shares in Q3 2024, an estimated $735.
  • Gradient Investments first reported a position in SM Energy in Q1 2023 and held it in 6 quarters.
  • Gradient Investments's SM Energy position peaked at $735 in Q2 2024.
  • 420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.