Meridian Wealth Advisors’s SM Energy SM Stock Holding History

Meridian Wealth 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
2024 Q3	–	Sell	-7,720	Closed	-$334K	–	185
2024 Q2	$334K	Hold	7,720	–	–	0.06%	139
2024 Q1	$385K	Hold	7,720	–	–	0.07%	128
2023 Q4	$299K	Hold	7,720	–	–	0.07%	146
2023 Q3	$306K	Hold	7,720	–	–	0.08%	142
2023 Q2	$244K	Hold	7,720	–	–	0.06%	160
2023 Q1	$217K	Hold	7,720	–	–	0.05%	175
2022 Q4	$269K	Hold	7,720	–	–	0.07%	160
2022 Q3	$290K	Hold	7,720	–	–	0.08%	152
2022 Q2	$264K	Hold	7,720	–	–	0.07%	167
2022 Q1	$301K	Hold	7,720	–	–	0.07%	169
2021 Q4	$228K	Hold	7,720	–	–	0.06%	182
2021 Q3	$204K	Buy	+7,720	New	+$156K	0.06%	186
2020 Q1	–	Sell	-22,327	Closed	-$251K	–	165
2019 Q4	$251K	Sell	22,327 -22,331	-50%	-$201K	0.1%	136
2019 Q3	$433K	Hold	44,658	–	–	0.19%	100
2019 Q2	$559K	Hold	44,658	–	–	0.39%	53
2019 Q1	$781K	Hold	44,658	–	–	0.57%	37
2018 Q4	$691K	Buy	+44,658	New	+$1.03M	0.53%	38

Other funds holding SM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Meridian Wealth Advisors's SM Position: Q3 2024 in Review

Meridian Wealth Advisors sold out of SM Energy (SM) in Q3 2024, closing a stake of 7,720 shares — an estimated $334K sold.

Meridian Wealth Advisors first reported a position in SM in Q4 2018 and held it in 17 quarters. The position peaked at $781K in Q1 2019. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

Meridian Wealth Advisors reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
Meridian Wealth Advisors sold 7,720 SM Energy shares in Q3 2024, an estimated $334K.
Meridian Wealth Advisors first reported a position in SM Energy in Q4 2018 and held it in 17 quarters.
Meridian Wealth Advisors's SM Energy position peaked at $781K in Q1 2019.
420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Meridian Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.