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Wedbush Securities’s SM Energy SM Stock Holding History

Wedbush Securities’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
Q2 		– Sell
-4,671
Closed -$233K – 1282
2024
Q1 		$233K Buy
+4,671
New +$191K 0.01% 1009

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Wedbush Securities's SM Position: Q2 2024 in Review

Wedbush Securities sold out of SM Energy (SM) in Q2 2024, closing a stake of 4,671 shares — an estimated $233K sold.

Wedbush Securities first reported a position in SM in Q1 2024 and held it in 1 quarter. The position peaked at $233K in Q1 2024. 421 funds tracked by Wall St. Rank hold SM as of Q2 2024.

  • Wedbush Securities reported no remaining SM Energy position as of Q2 2024 after selling out during the quarter.
  • Wedbush Securities sold 4,671 SM Energy shares in Q2 2024, an estimated $233K.
  • Wedbush Securities first reported a position in SM Energy in Q1 2024 and held it in 1 quarter.
  • Wedbush Securities's SM Energy position peaked at $233K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held SM Energy as of Q2 2024.

Based on Wedbush Securities's 13F filing for Q2 2024, filed 7 Aug 2024.