WCM
SM icon

Wealthcare Capital Management’s SM Energy SM Stock Holding History

Wealthcare 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
2021
Q2 		– Sell
-3,008
Closed -$49K – 570
2021
Q1 		$49K Buy
+3,008
New +$38.5K ﹤0.01% 138

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
JIM
JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's SM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of SM Energy (SM) in Q2 2021, closing a stake of 3,008 shares — an estimated $49K sold.

Wealthcare Capital Management first reported a position in SM in Q1 2021 and held it in 1 quarter. The position peaked at $49K in Q1 2021. 224 funds tracked by Wall St. Rank hold SM as of Q2 2021.

  • Wealthcare Capital Management reported no remaining SM Energy position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 3,008 SM Energy shares in Q2 2021, an estimated $49K.
  • Wealthcare Capital Management first reported a position in SM Energy in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's SM Energy position peaked at $49K in Q1 2021.
  • 224 funds tracked by Wall St. Rank held SM Energy as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.