Raymond James Financial Services Advisors’s SM Energy SM Stock Holding History

Raymond James Financial Services 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
2024 Q3	$277K	Buy	+6,938	New	+$301K	﹤0.01%	2986

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Raymond James Financial Services Advisors's SM Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in SM Energy (SM) in Q3 2024: 6,938 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #2986 among its holdings.

420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

Raymond James Financial Services Advisors held 6,938 shares of SM Energy worth $277K as of Q3 2024.
SM Energy was a new Raymond James Financial Services Advisors position in Q3 2024.
SM Energy made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2986 holding.
420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.