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SYSTM Wealth Solutions’s SM Energy SM Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-1,627
Closed -$81.1K – 925
2024
Q1 		$81.1K Buy
1,627
+28
+2% +$1.15K 0.01% 506
2023
Q4 		$61.9K Sell
1,599
-5,190
-76% -$200K 0.01% 542
2023
Q3 		$269K Sell
6,789
-2,103
-24% -$79.7K 0.04% 384
2023
Q2 		$281K Sell
8,892
-485
-5% -$13.7K 0.04% 398
2023
Q1 		$264K Buy
9,377
+1,155
+14% +$35.2K 0.04% 400
2022
Q4 		$286K Buy
+8,222
New +$342K 0.04% 447

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SYSTM Wealth Solutions's SM Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of SM Energy (SM) in Q2 2024, closing a stake of 1,627 shares — an estimated $81.1K sold.

SYSTM Wealth Solutions first reported a position in SM in Q4 2022 and held it in 6 quarters. The position peaked at $286K in Q4 2022. 421 funds tracked by Wall St. Rank hold SM as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining SM Energy position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 1,627 SM Energy shares in Q2 2024, an estimated $81.1K.
  • SYSTM Wealth Solutions first reported a position in SM Energy in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's SM Energy position peaked at $286K in Q4 2022.
  • 421 funds tracked by Wall St. Rank held SM Energy as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.