Westover Capital Advisors’s SM Energy SM Stock Holding History

Westover Capital Advisors’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 Q3	–	Sell	-26,020	Closed	-$1.12M	–	253
2024 Q2	$1.12M	Buy	+26,020	New	+$1.28M	0.29%	86

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

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

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

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

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

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Westover Capital Advisors's SM Position: Q3 2024 in Review

Westover Capital Advisors sold out of SM Energy (SM) in Q3 2024, closing a stake of 26,020 shares — an estimated $1.12M sold.

Westover Capital Advisors first reported a position in SM in Q2 2024 and held it in 1 quarter. The position peaked at $1.12M in Q2 2024. 420 funds tracked by Wall St. Rank hold SM as of Q3 2024.

Westover Capital Advisors reported no remaining SM Energy position as of Q3 2024 after selling out during the quarter.
Westover Capital Advisors sold 26,020 SM Energy shares in Q3 2024, an estimated $1.12M.
Westover Capital Advisors first reported a position in SM Energy in Q2 2024 and held it in 1 quarter.
Westover Capital Advisors's SM Energy position peaked at $1.12M in Q2 2024.
420 funds tracked by Wall St. Rank held SM Energy as of Q3 2024.

Based on Westover Capital Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.