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Prospera Financial Services’s SM Energy SM Stock Holding History

Prospera Financial Services’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
2020
Q4 		– Sell
-2,000
Closed -$3K – 1420
2020
Q3 		$3K Sell
2,000
-15,500
-89% -$43.3K ﹤0.01% 1409
2020
Q2 		$66K Buy
+17,500
New +$57.3K 0.01% 563

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Vanguard Group
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State Street
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Prospera Financial Services's SM Position: Q4 2020 in Review

Prospera Financial Services sold out of SM Energy (SM) in Q4 2020, closing a stake of 2,000 shares — an estimated $3K sold.

Prospera Financial Services first reported a position in SM in Q2 2020 and held it in 2 quarters. The position peaked at $66K in Q2 2020. 179 funds tracked by Wall St. Rank hold SM as of Q4 2020.

  • Prospera Financial Services reported no remaining SM Energy position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 2,000 SM Energy shares in Q4 2020, an estimated $3K.
  • Prospera Financial Services first reported a position in SM Energy in Q2 2020 and held it in 2 quarters.
  • Prospera Financial Services's SM Energy position peaked at $66K in Q2 2020.
  • 179 funds tracked by Wall St. Rank held SM Energy as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.