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TFO Wealth Partners’s SM Energy SM Stock Holding History

TFO Wealth Partners’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
-5
Closed -$249 – 648
2024
Q1 		$249 Hold
5
– – ﹤0.01% 443
2023
Q4 		$194 Hold
5
– – ﹤0.01% 655
2023
Q3 		$158 Hold
5
– – ﹤0.01% 902
2023
Q2 		$158 Hold
5
– – ﹤0.01% 570
2023
Q1 		$141 Sell
5
-64
-93% -$1.95K ﹤0.01% 567
2022
Q4 		$1.15K Buy
+69
New +$2.87K ﹤0.01% 338

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

TFO Wealth Partners's SM Position: Q2 2024 in Review

TFO Wealth Partners sold out of SM Energy (SM) in Q2 2024, closing a stake of 5 shares — an estimated $249 sold.

TFO Wealth Partners first reported a position in SM in Q4 2022 and held it in 6 quarters. The position peaked at $1.15K in Q4 2022. 421 funds tracked by Wall St. Rank hold SM as of Q2 2024.

  • TFO Wealth Partners reported no remaining SM Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 SM Energy shares in Q2 2024, an estimated $249.
  • TFO Wealth Partners first reported a position in SM Energy in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's SM Energy position peaked at $1.15K in Q4 2022.
  • 421 funds tracked by Wall St. Rank held SM Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.