Redmont Wealth Advisors’s SM Energy SM Stock Holding History

Redmont 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
2022 Q2	–	Sell	-16,440	Closed	-$640K	–	122
2022 Q1	$640K	Buy	+16,440	New	+$592K	0.68%	33

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

Redmont Wealth Advisors's SM Position: Q2 2022 in Review

Redmont Wealth Advisors sold out of SM Energy (SM) in Q2 2022, closing a stake of 16,440 shares — an estimated $640K sold.

Redmont Wealth Advisors first reported a position in SM in Q1 2022 and held it in 1 quarter. The position peaked at $640K in Q1 2022. 308 funds tracked by Wall St. Rank hold SM as of Q2 2022.

Redmont Wealth Advisors reported no remaining SM Energy position as of Q2 2022 after selling out during the quarter.
Redmont Wealth Advisors sold 16,440 SM Energy shares in Q2 2022, an estimated $640K.
Redmont Wealth Advisors first reported a position in SM Energy in Q1 2022 and held it in 1 quarter.
Redmont Wealth Advisors's SM Energy position peaked at $640K in Q1 2022.
308 funds tracked by Wall St. Rank held SM Energy as of Q2 2022.

Based on Redmont Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.