Semmax Financial Advisors’s SM Energy SM Stock Holding History

Semmax 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 Q4	–	Sell	-100	Closed	-$4.36K	–	387
2024 Q3	$4.36K	Buy	+100	New	+$4.34K	﹤0.01%	257

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Semmax Financial Advisors's SM Position: Q4 2024 in Review

Semmax Financial Advisors sold out of SM Energy (SM) in Q4 2024, closing a stake of 100 shares — an estimated $4.36K sold.

Semmax Financial Advisors first reported a position in SM in Q3 2024 and held it in 1 quarter. The position peaked at $4.36K in Q3 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

Semmax Financial Advisors reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
Semmax Financial Advisors sold 100 SM Energy shares in Q4 2024, an estimated $4.36K.
Semmax Financial Advisors first reported a position in SM Energy in Q3 2024 and held it in 1 quarter.
Semmax Financial Advisors's SM Energy position peaked at $4.36K in Q3 2024.
426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Semmax Financial Advisors's 13F filing for Q4 2024, filed 14 May 2025.