WT
SM icon

Washington Trust’s SM Energy SM Stock Holding History

Washington Trust’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
Q4 		– Sell
-500
Closed -$20K – 884
2024
Q3 		$20K Hold
500
– – ﹤0.01% 587
2024
Q2 		$21.6K Buy
+500
New +$24.6K ﹤0.01% 563
2018
Q3 		– Sell
-51
Closed -$1K – 710
2018
Q2 		$1K Buy
+51
New +$1.19K ﹤0.01% 903

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Washington Trust's SM Position: Q4 2024 in Review

Washington Trust sold out of SM Energy (SM) in Q4 2024, closing a stake of 500 shares — an estimated $20K sold.

Washington Trust first reported a position in SM in Q2 2018 and held it in 3 quarters. The position peaked at $21.6K in Q2 2024. 426 funds tracked by Wall St. Rank hold SM as of Q4 2024.

  • Washington Trust reported no remaining SM Energy position as of Q4 2024 after selling out during the quarter.
  • Washington Trust sold 500 SM Energy shares in Q4 2024, an estimated $20K.
  • Washington Trust first reported a position in SM Energy in Q2 2018 and held it in 3 quarters.
  • Washington Trust's SM Energy position peaked at $21.6K in Q2 2024.
  • 426 funds tracked by Wall St. Rank held SM Energy as of Q4 2024.

Based on Washington Trust's 13F filing for Q4 2024, filed 30 Jan 2025.