HWM
SD icon

HighMark Wealth Management’s SandRidge Energy SD Stock Holding History

HighMark Wealth Management’s Portfolio SD Stock Details SD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,150
Closed -$19K – 562
2022
Q3 		$19K Buy
1,150
+110
+11% +$1.99K 0.02% 169
2022
Q2 		$16K Sell
1,040
-410
-28% -$8.21K 0.01% 190
2022
Q1 		$23K Buy
+1,450
New +$18.7K 0.02% 163

Other funds holding SD

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
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
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighMark Wealth Management's SD Position: Q4 2022 in Review

HighMark Wealth Management sold out of SandRidge Energy (SD) in Q4 2022, closing a stake of 1,150 shares — an estimated $19K sold.

HighMark Wealth Management first reported a position in SD in Q1 2022 and held it in 3 quarters. The position peaked at $23K in Q1 2022. 149 funds tracked by Wall St. Rank hold SD as of Q4 2022.

  • HighMark Wealth Management reported no remaining SandRidge Energy position as of Q4 2022 after selling out during the quarter.
  • HighMark Wealth Management sold 1,150 SandRidge Energy shares in Q4 2022, an estimated $19K.
  • HighMark Wealth Management first reported a position in SandRidge Energy in Q1 2022 and held it in 3 quarters.
  • HighMark Wealth Management's SandRidge Energy position peaked at $23K in Q1 2022.
  • 149 funds tracked by Wall St. Rank held SandRidge Energy as of Q4 2022.

Based on HighMark Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.