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Wagner Wealth Management (South Carolina)’s SM Energy SM Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-109
Closed -$4K – 625
2022
Q3 		$4K Hold
109
– – ﹤0.01% 557
2022
Q2 		$4K Buy
+109
New +$4.43K ﹤0.01% 563

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SM Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of SM Energy (SM) in Q4 2022, closing a stake of 109 shares — an estimated $4K sold.

Wagner Wealth Management (South Carolina) first reported a position in SM in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 340 funds tracked by Wall St. Rank hold SM as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining SM Energy position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 109 SM Energy shares in Q4 2022, an estimated $4K.
  • Wagner Wealth Management (South Carolina) first reported a position in SM Energy in Q2 2022 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s SM Energy position peaked at $4K in Q3 2022.
  • 340 funds tracked by Wall St. Rank held SM Energy as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.