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SFMG Wealth Advisors’s SM Energy SM Stock Holding History

SFMG Wealth 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
2021
Q2 		– Sell
-10,000
Closed -$164K – 274
2021
Q1 		$164K Sell
10,000
-20,000
-67% -$256K 0.02% 231
2020
Q4 		$184K Hold
30,000
– – 0.02% 215
2020
Q3 		$48K Buy
+30,000
New +$83.8K 0.01% 183

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFMG Wealth Advisors's SM Position: Q2 2021 in Review

SFMG Wealth Advisors sold out of SM Energy (SM) in Q2 2021, closing a stake of 10,000 shares — an estimated $164K sold.

SFMG Wealth Advisors first reported a position in SM in Q3 2020 and held it in 3 quarters. The position peaked at $184K in Q4 2020. 224 funds tracked by Wall St. Rank hold SM as of Q2 2021.

  • SFMG Wealth Advisors reported no remaining SM Energy position as of Q2 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,000 SM Energy shares in Q2 2021, an estimated $164K.
  • SFMG Wealth Advisors first reported a position in SM Energy in Q3 2020 and held it in 3 quarters.
  • SFMG Wealth Advisors's SM Energy position peaked at $184K in Q4 2020.
  • 224 funds tracked by Wall St. Rank held SM Energy as of Q2 2021.

Based on SFMG Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.