Sowell Financial Services’s SM Energy SM Stock Holding History

Sowell Financial Services’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	-152	Closed	-$3K	–	2367
2021 Q1	$3K	Buy	+152	New	+$1.94K	﹤0.01%	2758

Other funds holding SM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's SM Position: Q2 2021 in Review

Sowell Financial Services sold out of SM Energy (SM) in Q2 2021, closing a stake of 152 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in SM in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 225 funds tracked by Wall St. Rank hold SM as of Q2 2021.

Sowell Financial Services reported no remaining SM Energy position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 152 SM Energy shares in Q2 2021, an estimated $3K.
Sowell Financial Services first reported a position in SM Energy in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's SM Energy position peaked at $3K in Q1 2021.
225 funds tracked by Wall St. Rank held SM Energy as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.