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Register Financial Advisors’s SM Energy SM Stock Holding History

Register Financial 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 		– Sell
-500
Closed -$21.6K – 629
2024
Q2 		$21.6K Hold
500
– – 0.01% 444
2024
Q1 		$24.9K Buy
+500
New +$20.4K 0.01% 425
2023
Q4 		– Sell
-500
Closed -$19.8K – 563
2023
Q3 		$19.8K Hold
500
– – 0.01% 345
2023
Q2 		$15.8K Hold
500
– – 0.01% 363
2023
Q1 		$14.1K Hold
500
– – 0.01% 371
2022
Q4 		$17.4K Buy
+500
New +$20.8K 0.01% 543

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Register Financial Advisors's SM Position: Q3 2024 in Review

Register Financial Advisors sold out of SM Energy (SM) in Q3 2024, closing a stake of 500 shares — an estimated $21.6K sold.

Register Financial Advisors first reported a position in SM in Q4 2022 and held it in 6 quarters. The position peaked at $24.9K in Q1 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

  • Register Financial Advisors reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 500 SM Energy shares in Q3 2024, an estimated $21.6K.
  • Register Financial Advisors first reported a position in SM Energy in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's SM Energy position peaked at $24.9K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.