LFAS
SM icon

Level Four Advisory Services’s SM Energy SM Stock Holding History

Level Four Advisory Services’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
2023
Q1 		– Sell
-7,976
Closed -$278K – 821
2022
Q4 		$278K Buy
+7,976
New +$332K 0.02% 538

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Level Four Advisory Services's SM Position: Q1 2023 in Review

Level Four Advisory Services sold out of SM Energy (SM) in Q1 2023, closing a stake of 7,976 shares — an estimated $278K sold.

Level Four Advisory Services first reported a position in SM in Q4 2022 and held it in 1 quarter. The position peaked at $278K in Q4 2022. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

  • Level Four Advisory Services reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
  • Level Four Advisory Services sold 7,976 SM Energy shares in Q1 2023, an estimated $278K.
  • Level Four Advisory Services first reported a position in SM Energy in Q4 2022 and held it in 1 quarter.
  • Level Four Advisory Services's SM Energy position peaked at $278K in Q4 2022.
  • 294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.