Sutton Wealth Advisors’s SM Energy SM Stock Holding History

Sutton 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
2023 Q1	–	Sell	-1,790	Closed	-$62.3K	–	1453
2022 Q4	$62.3K	Hold	1,790	–	–	0.02%	330
2022 Q3	$67.3K	Hold	1,790	–	–	0.03%	317
2022 Q2	$61.2K	Hold	1,790	–	–	0.02%	328
2022 Q1	$69.7K	Buy	1,790 +2	+0.1%	+$72	0.02%	322
2021 Q4	$52.7K	Buy	1,788 +71	+4%	+$2.22K	0.02%	392
2021 Q3	$45.3K	Hold	1,717	–	–	0.02%	420
2021 Q2	$42.3K	Hold	1,717	–	–	0.02%	450
2021 Q1	$28.1K	Buy	+1,717	New	+$21.9K	0.01%	573
2020 Q4	–	Sell	-2,626	Closed	-$4.17K	–	1248
2020 Q3	$4.17K	Hold	2,626	–	–	﹤0.01%	971
2020 Q2	$9.85K	Buy	+2,626	New	+$8.6K	0.01%	708
2020 Q1	–	Sell	-1,751	Closed	-$19.7K	–	1253
2019 Q4	$19.7K	Buy	1,751 +199	+13%	+$1.79K	0.01%	608
2019 Q3	$15K	Buy	+1,552	New	+$15.8K	0.01%	676
2018 Q1	–	Sell	-508	Closed	-$11.2K	–	1147
2017 Q4	$11.2K	Buy	+508	New	+$10.3K	0.01%	749

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

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sutton Wealth Advisors's SM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of SM Energy (SM) in Q1 2023, closing a stake of 1,790 shares — an estimated $62.3K sold.

Sutton Wealth Advisors first reported a position in SM in Q4 2017 and held it in 13 quarters. The position peaked at $69.7K in Q1 2022. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

Sutton Wealth Advisors reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 1,790 SM Energy shares in Q1 2023, an estimated $62.3K.
Sutton Wealth Advisors first reported a position in SM Energy in Q4 2017 and held it in 13 quarters.
Sutton Wealth Advisors's SM Energy position peaked at $69.7K in Q1 2022.
294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.