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Milestone Investment Advisors’s SM Energy SM Stock Holding History

Milestone 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
2023
Q4 		– Sell
-25
Closed -$992 – 391
2023
Q3 		$992 Buy
+25
New +$948 ﹤0.01% 424
2023
Q2 		– Sell
-25
Closed -$704 – 387
2023
Q1 		$704 Buy
+25
New +$763 ﹤0.01% 433

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Milestone Investment Advisors's SM Position: Q4 2023 in Review

Milestone Investment Advisors sold out of SM Energy (SM) in Q4 2023, closing a stake of 25 shares — an estimated $992 sold.

Milestone Investment Advisors first reported a position in SM in Q1 2023 and held it in 2 quarters. The position peaked at $992 in Q3 2023. 370 funds tracked by Wall St. Rank hold SM as of Q4 2023.

  • Milestone Investment Advisors reported no remaining SM Energy position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 25 SM Energy shares in Q4 2023, an estimated $992.
  • Milestone Investment Advisors first reported a position in SM Energy in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's SM Energy position peaked at $992 in Q3 2023.
  • 370 funds tracked by Wall St. Rank held SM Energy as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.