HighMark Wealth Management’s SM Energy SM Stock Holding History

HighMark Wealth Management’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
2020 Q4	–	Sell	-5	Closed	–	–	479
2020 Q3	$0	Buy	+5	New	+$14	﹤0.01%	469

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HighMark Wealth Management's SM Position: Q4 2020 in Review

HighMark Wealth Management sold out of SM Energy (SM) in Q4 2020, closing a stake of 5 shares.

HighMark Wealth Management first reported a position in SM in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 179 funds tracked by Wall St. Rank hold SM as of Q4 2020.

HighMark Wealth Management reported no remaining SM Energy position as of Q4 2020 after selling out during the quarter.
HighMark Wealth Management sold 5 SM Energy shares in Q4 2020.
HighMark Wealth Management first reported a position in SM Energy in Q3 2020 and held it in 1 quarter.
HighMark Wealth Management's SM Energy position peaked at $0 in Q3 2020.
179 funds tracked by Wall St. Rank held SM Energy as of Q4 2020.

Based on HighMark Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.