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Newbridge Financial Services Group’s SM Energy SM Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-1,500
Closed -$44K – 1552
2021
Q4 		$44K Buy
+1,500
New +$46.8K 0.02% 502
2021
Q3 		– Sell
-466
Closed -$11K – 1587
2021
Q2 		$11K Hold
466
– – 0.01% 964
2021
Q1 		$8K Buy
+466
New +$5.96K 0.01% 961

Other funds holding SM

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Newbridge Financial Services Group's SM Position: Q1 2022 in Review

Newbridge Financial Services Group sold out of SM Energy (SM) in Q1 2022, closing a stake of 1,500 shares — an estimated $44K sold.

Newbridge Financial Services Group first reported a position in SM in Q1 2021 and held it in 3 quarters. The position peaked at $44K in Q4 2021. 301 funds tracked by Wall St. Rank hold SM as of Q1 2022.

  • Newbridge Financial Services Group reported no remaining SM Energy position as of Q1 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,500 SM Energy shares in Q1 2022, an estimated $44K.
  • Newbridge Financial Services Group first reported a position in SM Energy in Q1 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's SM Energy position peaked at $44K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held SM Energy as of Q1 2022.

Based on Newbridge Financial Services Group's 13F filing for Q1 2022, filed 26 Apr 2022.