MSWM
SM icon

McGlone Suttner Wealth Management’s SM Energy SM Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-1,052
Closed -$40.7K – 667
2023
Q4 		$40.7K Buy
+1,052
New +$40.6K 0.01% 307

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

McGlone Suttner Wealth Management's SM Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of SM Energy (SM) in Q1 2024, closing a stake of 1,052 shares — an estimated $40.7K sold.

McGlone Suttner Wealth Management first reported a position in SM in Q4 2023 and held it in 1 quarter. The position peaked at $40.7K in Q4 2023. 390 funds tracked by Wall St. Rank hold SM as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining SM Energy position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,052 SM Energy shares in Q1 2024, an estimated $40.7K.
  • McGlone Suttner Wealth Management first reported a position in SM Energy in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's SM Energy position peaked at $40.7K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held SM Energy as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.