One Wealth Advisors’s SM Energy SM Stock Holding History

One 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
2023 Q1	–	Sell	-439	Closed	-$15.3K	–	533
2022 Q4	$15.3K	Buy	+439	New	+$18.3K	﹤0.01%	568

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

FCM

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

One Wealth Advisors's SM Position: Q1 2023 in Review

One Wealth Advisors sold out of SM Energy (SM) in Q1 2023, closing a stake of 439 shares — an estimated $15.3K sold.

One Wealth Advisors first reported a position in SM in Q4 2022 and held it in 1 quarter. The position peaked at $15.3K in Q4 2022. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

One Wealth Advisors reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 439 SM Energy shares in Q1 2023, an estimated $15.3K.
One Wealth Advisors first reported a position in SM Energy in Q4 2022 and held it in 1 quarter.
One Wealth Advisors's SM Energy position peaked at $15.3K in Q4 2022.
294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.