Moisand Fitzgerald Tamayo’s SM Energy SM Stock Holding History

Moisand Fitzgerald Tamayo’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
2022 Q3	–	Sell	-11	Closed	–	–	856
2022 Q2	$0	Sell	11 -11	-50%	-$447	﹤0.01%	671
2022 Q1	$1K	Buy	+22	New	+$793	﹤0.01%	488

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SM Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of SM Energy (SM) in Q3 2022, closing a stake of 11 shares.

Moisand Fitzgerald Tamayo first reported a position in SM in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 310 funds tracked by Wall St. Rank hold SM as of Q3 2022.

Moisand Fitzgerald Tamayo reported no remaining SM Energy position as of Q3 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 11 SM Energy shares in Q3 2022.
Moisand Fitzgerald Tamayo first reported a position in SM Energy in Q1 2022 and held it in 2 quarters.
Moisand Fitzgerald Tamayo's SM Energy position peaked at $1K in Q1 2022.
310 funds tracked by Wall St. Rank held SM Energy as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.