VVP
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Venture Visionary Partners’s SM Energy SM Stock Holding History

Venture Visionary 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
2021
Q1 		– Sell
-16,500
Closed -$100K – 461
2020
Q4 		$100K Buy
+16,500
New +$55.6K 0.01% 381

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State Street
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MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Venture Visionary Partners's SM Position: Q1 2021 in Review

Venture Visionary Partners sold out of SM Energy (SM) in Q1 2021, closing a stake of 16,500 shares — an estimated $100K sold.

Venture Visionary Partners first reported a position in SM in Q4 2020 and held it in 1 quarter. The position peaked at $100K in Q4 2020. 182 funds tracked by Wall St. Rank hold SM as of Q1 2021.

  • Venture Visionary Partners reported no remaining SM Energy position as of Q1 2021 after selling out during the quarter.
  • Venture Visionary Partners sold 16,500 SM Energy shares in Q1 2021, an estimated $100K.
  • Venture Visionary Partners first reported a position in SM Energy in Q4 2020 and held it in 1 quarter.
  • Venture Visionary Partners's SM Energy position peaked at $100K in Q4 2020.
  • 182 funds tracked by Wall St. Rank held SM Energy as of Q1 2021.

Based on Venture Visionary Partners's 13F filing for Q1 2021, filed 27 Apr 2021.