SSWM
LNG icon

Smith Salley Wealth Management’s Cheniere Energy LNG Stock Holding History

Smith Salley Wealth Management’s Portfolio LNG Stock Details LNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,270
Closed -$211K – 245
2023
Q3 		$211K Buy
+1,270
New +$205K 0.02% 223

Other funds holding LNG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith Salley Wealth Management's LNG Position: Q4 2023 in Review

Smith Salley Wealth Management sold out of Cheniere Energy (LNG) in Q4 2023, closing a stake of 1,270 shares — an estimated $211K sold.

Smith Salley Wealth Management first reported a position in LNG in Q3 2023 and held it in 1 quarter. The position peaked at $211K in Q3 2023. 1,013 funds tracked by Wall St. Rank hold LNG as of Q4 2023.

  • Smith Salley Wealth Management reported no remaining Cheniere Energy position as of Q4 2023 after selling out during the quarter.
  • Smith Salley Wealth Management sold 1,270 Cheniere Energy shares in Q4 2023, an estimated $211K.
  • Smith Salley Wealth Management first reported a position in Cheniere Energy in Q3 2023 and held it in 1 quarter.
  • Smith Salley Wealth Management's Cheniere Energy position peaked at $211K in Q3 2023.
  • 1,013 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2023.

Based on Smith Salley Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.