Stratos Wealth Advisors’s SM Energy SM Stock Holding History

Stratos 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
2024 Q4	–	Sell	-42,777	Closed	-$1.71M	–	766
2024 Q3	$1.71M	Buy	+42,777	New	+$1.86M	0.08%	267

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

Stratos Wealth Advisors's SM Position: Q4 2024 in Review

Stratos Wealth Advisors sold out of SM Energy (SM) in Q4 2024, closing a stake of 42,777 shares — an estimated $1.71M sold.

Stratos Wealth Advisors first reported a position in SM in Q3 2024 and held it in 1 quarter. The position peaked at $1.71M in Q3 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

Stratos Wealth Advisors reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 42,777 SM Energy shares in Q4 2024, an estimated $1.71M.
Stratos Wealth Advisors first reported a position in SM Energy in Q3 2024 and held it in 1 quarter.
Stratos Wealth Advisors's SM Energy position peaked at $1.71M in Q3 2024.
426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Stratos Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.