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Heritage Wealth Management (Arizona)’s SM Energy SM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$254K Sell
5,876
-826
-12% -$40.6K 0.14% 135
2024
Q1 		$334K Sell
6,702
-92
-1% -$3.76K 0.17% 120
2023
Q4 		$263K Buy
+6,794
New +$262K 0.14% 128

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SM Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its SM Energy (SM) stake by 12% in Q2 2024, selling an estimated $40.6K and leaving 5,876 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #135.

Heritage Wealth Management (Arizona) first reported a position in SM in Q4 2023 and has held it in 3 quarters since. The position peaked at $334K in Q1 2024. 422 funds tracked by Wall St. Rank hold SM as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 5,876 shares of SM Energy worth $254K as of Q2 2024.
  • Heritage Wealth Management (Arizona) sold 826 SM Energy shares in Q2 2024, an estimated $40.6K.
  • SM Energy made up 0.14% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #135 holding.
  • Heritage Wealth Management (Arizona) first reported a position in SM Energy in Q4 2023 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s SM Energy position peaked at $334K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held SM Energy as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.