RA
SM icon

Rise Advisors’s SM Energy SM Stock Holding History

Rise 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
2025
Q4 		– Sell
-461
Closed -$11.5K – 1219
2025
Q3 		$11.5K Buy
461
+41
+10% +$1.11K ﹤0.01% 914
2025
Q2 		$10.4K Sell
420
-61
-13% -$1.48K ﹤0.01% 977
2025
Q1 		$14.4K Buy
481
+121
+34% +$4.34K 0.01% 725
2024
Q4 		$13.9K Buy
360
+2
+0.6% +$84 0.01% 867
2024
Q3 		$14.3K Buy
358
+2
+0.6% +$87 0.01% 888
2024
Q2 		$15.4K Buy
356
+1
+0.3% +$49 0.01% 809
2024
Q1 		$17.7K Buy
+355
New +$14.5K 0.01% 732

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return