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IPG Investment Advisors’s SM Energy SM Stock Holding History

IPG Investment Advisors’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
2021
Q3 		– Sell
-50,000
Closed -$1.23M – 156
2021
Q2 		$1.23M Buy
+50,000
New +$969K 0.36% 42
2021
Q1 		– Sell
-90,000
Closed -$551K – 215
2020
Q4 		$551K Buy
+90,000
New +$303K 0.13% 91

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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IPG Investment Advisors's SM Position: Q3 2021 in Review

IPG Investment Advisors sold out of SM Energy (SM) in Q3 2021, closing a stake of 50,000 shares — an estimated $1.23M sold.

IPG Investment Advisors first reported a position in SM in Q4 2020 and held it in 2 quarters. The position peaked at $1.23M in Q2 2021. 237 funds tracked by Wall St. Rank hold SM as of Q3 2021.

  • IPG Investment Advisors reported no remaining SM Energy position as of Q3 2021 after selling out during the quarter.
  • IPG Investment Advisors sold 50,000 SM Energy shares in Q3 2021, an estimated $1.23M.
  • IPG Investment Advisors first reported a position in SM Energy in Q4 2020 and held it in 2 quarters.
  • IPG Investment Advisors's SM Energy position peaked at $1.23M in Q2 2021.
  • 237 funds tracked by Wall St. Rank held SM Energy as of Q3 2021.

Based on IPG Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.