PWMG
SM icon

Prestige Wealth Management Group’s SM Energy SM Stock Holding History

Prestige Wealth Management 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
2026
Q1 		$4.58K Buy
+147
New +$3.35K ﹤0.01% 570
2025
Q2 		– Sell
-17
Closed -$510 – 1057
2025
Q1 		$510 Hold
17
– – ﹤0.01% 930
2024
Q4 		$659 Hold
17
– – ﹤0.01% 940
2024
Q3 		$680 Hold
17
– – ﹤0.01% 930
2024
Q2 		$735 Hold
17
– – ﹤0.01% 873
2024
Q1 		$848 Hold
17
– – ﹤0.01% 883
2023
Q4 		$659 Hold
17
– – ﹤0.01% 913
2023
Q3 		$675 Hold
17
– – ﹤0.01% 929
2023
Q2 		$538 Hold
17
– – ﹤0.01% 979
2023
Q1 		$479 Sell
17
-54
-76% -$1.65K ﹤0.01% 987
2022
Q4 		$2.47K Buy
+71
New +$2.95K ﹤0.01% 791
2019
Q1 		– Sell
-60
Closed -$1K – 1027
2018
Q4 		$1K Buy
+60
New +$1.39K ﹤0.01% 1116

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return