SeaCrest Wealth Management’s SM Energy SM Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,000	Closed	-$34K	–	1373
2022 Q2	$34K	Buy	+1,000	New	+$40.6K	﹤0.01%	1282

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

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

SeaCrest Wealth Management's SM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of SM Energy (SM) in Q3 2022, closing a stake of 1,000 shares — an estimated $34K sold.

SeaCrest Wealth Management first reported a position in SM in Q2 2022 and held it in 1 quarter. The position peaked at $34K in Q2 2022. 310 funds tracked by Wall St. Rank hold SM as of Q3 2022.

SeaCrest Wealth Management reported no remaining SM Energy position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,000 SM Energy shares in Q3 2022, an estimated $34K.
SeaCrest Wealth Management first reported a position in SM Energy in Q2 2022 and held it in 1 quarter.
SeaCrest Wealth Management's SM Energy position peaked at $34K in Q2 2022.
310 funds tracked by Wall St. Rank held SM Energy as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.