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Regions Financial Corp’s SM Energy SM Stock Holding History

Regions Financial Corp’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
Q2 		– Sell
-4,720
Closed -$235K – 854
2024
Q1 		$235K Buy
+4,720
New +$193K ﹤0.01% 757
2018
Q3 		– Sell
-60
Closed -$2K – 2088
2018
Q2 		$2K Buy
60
+35
+140% +$818 ﹤0.01% 1938
2018
Q1 		$0 Buy
+25
New +$540 ﹤0.01% 2083

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Regions Financial Corp's SM Position: Q2 2024 in Review

Regions Financial Corp sold out of SM Energy (SM) in Q2 2024, closing a stake of 4,720 shares — an estimated $235K sold.

Regions Financial Corp first reported a position in SM in Q1 2018 and held it in 3 quarters. The position peaked at $235K in Q1 2024. 421 funds tracked by Wall St. Rank hold SM as of Q2 2024.

  • Regions Financial Corp reported no remaining SM Energy position as of Q2 2024 after selling out during the quarter.
  • Regions Financial Corp sold 4,720 SM Energy shares in Q2 2024, an estimated $235K.
  • Regions Financial Corp first reported a position in SM Energy in Q1 2018 and held it in 3 quarters.
  • Regions Financial Corp's SM Energy position peaked at $235K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held SM Energy as of Q2 2024.

Based on Regions Financial Corp's 13F filing for Q2 2024, filed 31 Jul 2024.