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Tradewinds Capital Management’s SM Energy SM Stock Holding History

Tradewinds Capital 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
Q1 		– Sell
-6
Closed -$233 – 577
2023
Q4 		$233 Hold
6
– – ﹤0.01% 437
2023
Q3 		$238 Hold
6
– – ﹤0.01% 460
2023
Q2 		$190 Hold
6
– – ﹤0.01% 444
2023
Q1 		$169 Hold
6
– – ﹤0.01% 454
2022
Q4 		$209 Hold
6
– – ﹤0.01% 480
2022
Q3 		$0 Hold
6
– – ﹤0.01% 496
2022
Q2 		$0 Hold
6
– – ﹤0.01% 736
2022
Q1 		$0 Buy
+6
New +$216 ﹤0.01% 833

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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

Tradewinds Capital Management's SM Position: Q1 2024 in Review

Tradewinds Capital Management sold out of SM Energy (SM) in Q1 2024, closing a stake of 6 shares — an estimated $233 sold.

Tradewinds Capital Management first reported a position in SM in Q1 2022 and held it in 8 quarters. The position peaked at $238 in Q3 2023. 390 funds tracked by Wall St. Rank hold SM as of Q1 2024.

  • Tradewinds Capital Management reported no remaining SM Energy position as of Q1 2024 after selling out during the quarter.
  • Tradewinds Capital Management sold 6 SM Energy shares in Q1 2024, an estimated $233.
  • Tradewinds Capital Management first reported a position in SM Energy in Q1 2022 and held it in 8 quarters.
  • Tradewinds Capital Management's SM Energy position peaked at $238 in Q3 2023.
  • 390 funds tracked by Wall St. Rank held SM Energy as of Q1 2024.

Based on Tradewinds Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.