Portside Wealth Group’s SM Energy SM Stock Holding History

Portside Wealth 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
2025 Q1	–	Sell	-5,482	Closed	-$212K	–	449
2024 Q4	$212K	Buy	5,482 +478	+10%	+$20.2K	0.04%	391
2024 Q3	$200K	Buy	+5,004	New	+$217K	0.03%	377

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

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

WHG

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Portside Wealth Group's SM Position: Q1 2025 in Review

Portside Wealth Group sold out of SM Energy (SM) in Q1 2025, closing a stake of 5,482 shares — an estimated $212K sold.

Portside Wealth Group first reported a position in SM in Q3 2024 and held it in 2 quarters. The position peaked at $212K in Q4 2024. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

Portside Wealth Group reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
Portside Wealth Group sold 5,482 SM Energy shares in Q1 2025, an estimated $212K.
Portside Wealth Group first reported a position in SM Energy in Q3 2024 and held it in 2 quarters.
Portside Wealth Group's SM Energy position peaked at $212K in Q4 2024.
404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on Portside Wealth Group's 13F filing for Q1 2025, filed 10 Apr 2025.