TD Waterhouse Canada’s SM Energy SM Stock Holding History

TD Waterhouse Canada’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	-300	Closed	-$9.59K	–	1803
2022 Q4	$9.59K	Buy	+300	New	+$12.5K	﹤0.01%	1222

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

TD Waterhouse Canada's SM Position: Q1 2023 in Review

TD Waterhouse Canada sold out of SM Energy (SM) in Q1 2023, closing a stake of 300 shares — an estimated $9.59K sold.

TD Waterhouse Canada first reported a position in SM in Q4 2022 and held it in 1 quarter. The position peaked at $9.59K in Q4 2022. 294 funds tracked by Wall St. Rank hold SM as of Q1 2023.

TD Waterhouse Canada reported no remaining SM Energy position as of Q1 2023 after selling out during the quarter.
TD Waterhouse Canada sold 300 SM Energy shares in Q1 2023, an estimated $9.59K.
TD Waterhouse Canada first reported a position in SM Energy in Q4 2022 and held it in 1 quarter.
TD Waterhouse Canada's SM Energy position peaked at $9.59K in Q4 2022.
294 funds tracked by Wall St. Rank held SM Energy as of Q1 2023.

Based on TD Waterhouse Canada's 13F filing for Q1 2023, filed 13 Nov 2023.