TD Asset Management
SM icon

TD Asset Management’s SM Energy SM Stock Holding History

TD Asset Management’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
-62,100
Closed -$2.47M – 1390
2024
Q3 		$2.47M Buy
62,100
+19,800
+47% +$859K ﹤0.01% 969
2024
Q2 		$1.83M Sell
42,300
-30,848
-42% -$1.51M ﹤0.01% 1031
2024
Q1 		$3.65M Buy
73,148
+1,348
+2% +$55.1K ﹤0.01% 844
2023
Q4 		$2.78M Buy
71,800
+38,700
+117% +$1.49M ﹤0.01% 905
2023
Q3 		$1.31M Sell
33,100
-3,000
-8% -$114K ﹤0.01% 1076
2023
Q2 		$1.14M Buy
36,100
+8,200
+29% +$232K ﹤0.01% 1100
2023
Q1 		$786K Hold
27,900
– – ﹤0.01% 1181
2022
Q4 		$972K Sell
27,900
-18,100
-39% -$753K ﹤0.01% 1150
2022
Q3 		$1.74M Buy
46,000
+20,300
+79% +$799K ﹤0.01% 1046
2022
Q2 		$879K Buy
+25,700
New +$1.04M ﹤0.01% 1204
2017
Q2 		– Sell
-11,900
Closed -$286K – 1365
2017
Q1 		$286K Sell
11,900
-400
-3% -$11.1K ﹤0.01% 1330
2016
Q4 		$424K Buy
+12,300
New +$444K ﹤0.01% 1223
2014
Q4 		– Sell
-60,000
Closed -$4.68M – 1394
2014
Q3 		$4.68M Buy
60,000
+2,000
+3% +$163K 0.01% 652
2014
Q2 		$4.88M Sell
58,000
-2,500
-4% -$192K 0.01% 657
2014
Q1 		$4.31M Sell
60,500
-29,400
-33% -$2.3M 0.01% 679
2013
Q4 		$7.47M Sell
89,900
-2,100
-2% -$179K 0.01% 520
2013
Q3 		$7.1M Buy
92,000
+2,000
+2% +$138K 0.01% 520
2013
Q2 		$5.4M Buy
+90,000
New +$5.49M 0.01% 550

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TD Asset Management's SM Position: Q4 2024 in Review

TD Asset Management sold out of SM Energy (SM) in Q4 2024, closing a stake of 62,100 shares — an estimated $2.47M sold.

TD Asset Management first reported a position in SM in Q2 2013 and held it in 18 quarters. The position peaked at $7.47M in Q4 2013. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • TD Asset Management reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • TD Asset Management sold 62,100 SM Energy shares in Q4 2024, an estimated $2.47M.
  • TD Asset Management first reported a position in SM Energy in Q2 2013 and held it in 18 quarters.
  • TD Asset Management's SM Energy position peaked at $7.47M in Q4 2013.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on TD Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.