RFG
SM icon

RFP Financial Group’s SM Energy SM Stock Holding History

RFP Financial Group’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
-25
Closed -$1.08K – 675
2024
Q2 		$1.08K Hold
25
– – ﹤0.01% 796
2024
Q1 		$1.25K Hold
25
– – ﹤0.01% 743
2023
Q4 		$968 Hold
25
– – ﹤0.01% 780
2023
Q3 		$991 Hold
25
– – ﹤0.01% 774
2023
Q2 		$791 Hold
25
– – ﹤0.01% 851
2023
Q1 		$704 Hold
25
– – ﹤0.01% 674
2022
Q4 		$871 Buy
+25
New +$1.04K ﹤0.01% 803

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

RFP Financial Group's SM Position: Q3 2024 in Review

RFP Financial Group sold out of SM Energy (SM) in Q3 2024, closing a stake of 25 shares — an estimated $1.08K sold.

RFP Financial Group first reported a position in SM in Q4 2022 and held it in 7 quarters. The position peaked at $1.25K in Q1 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

  • RFP Financial Group reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 25 SM Energy shares in Q3 2024, an estimated $1.08K.
  • RFP Financial Group first reported a position in SM Energy in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's SM Energy position peaked at $1.25K in Q1 2024.
  • 420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.