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TCWP’s SM Energy SM Stock Holding History

TCWP’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
2022
Q2 		– Sell
-147
Closed -$5K – 1506
2022
Q1 		$5K Buy
+147
New +$5.3K ﹤0.01% 1072

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
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

TCWP's SM Position: Q2 2022 in Review

TCWP sold out of SM Energy (SM) in Q2 2022, closing a stake of 147 shares — an estimated $5K sold.

TCWP first reported a position in SM in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 308 funds tracked by Wall St. Rank hold SM as of Q2 2022.

  • TCWP reported no remaining SM Energy position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 147 SM Energy shares in Q2 2022, an estimated $5K.
  • TCWP first reported a position in SM Energy in Q1 2022 and held it in 1 quarter.
  • TCWP's SM Energy position peaked at $5K in Q1 2022.
  • 308 funds tracked by Wall St. Rank held SM Energy as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.