West Tower Group’s SM Energy SM Stock Holding History

West Tower Group’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 Q1	–	Sell	-1,287	Closed	-$49.8K	–	448
2023 Q4	$49.8K	Buy	1,287 +1,022	+386%	+$39.4K	0.1%	168
2023 Q3	$10.5K	Buy	+265	New	+$10K	0.01%	389

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

West Tower Group's SM Position: Q1 2024 in Review

West Tower Group sold out of SM Energy (SM) in Q1 2024, closing a stake of 1,287 shares — an estimated $49.8K sold.

West Tower Group first reported a position in SM in Q3 2023 and held it in 2 quarters. The position peaked at $49.8K in Q4 2023. 390 funds tracked by Wall St. Rank hold SM as of Q1 2024.

West Tower Group reported no remaining SM Energy position as of Q1 2024 after selling out during the quarter.
West Tower Group sold 1,287 SM Energy shares in Q1 2024, an estimated $49.8K.
West Tower Group first reported a position in SM Energy in Q3 2023 and held it in 2 quarters.
West Tower Group's SM Energy position peaked at $49.8K in Q4 2023.
390 funds tracked by Wall St. Rank held SM Energy as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.