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Wipfli Financial Advisors’s SM Energy SM Stock Holding History

Wipfli Financial 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
2022
Q3 		$12K Buy
+310
New +$12.2K ﹤0.01% 1784

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wipfli Financial Advisors's SM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in SM Energy (SM) in Q3 2022: 310 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1784 among its holdings.

310 funds tracked by Wall St. Rank hold SM as of Q3 2022.

  • Wipfli Financial Advisors held 310 shares of SM Energy worth $12K as of Q3 2022.
  • SM Energy was a new Wipfli Financial Advisors position in Q3 2022.
  • SM Energy made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1784 holding.
  • 310 funds tracked by Wall St. Rank held SM Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.