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Legacy Capital Wealth Partners’s SM Energy SM Stock Holding History

Legacy Capital Wealth Partners’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
Q4 		– Sell
-9,498
Closed -$380K – 390
2024
Q3 		$380K Buy
+9,498
New +$412K 0.08% 242

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State Street
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JP Morgan Chase
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Pacer Advisors
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Legacy Capital Wealth Partners's SM Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of SM Energy (SM) in Q4 2024, closing a stake of 9,498 shares — an estimated $380K sold.

Legacy Capital Wealth Partners first reported a position in SM in Q3 2024 and held it in 1 quarter. The position peaked at $380K in Q3 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 9,498 SM Energy shares in Q4 2024, an estimated $380K.
  • Legacy Capital Wealth Partners first reported a position in SM Energy in Q3 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's SM Energy position peaked at $380K in Q3 2024.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.