A detailed history of Bartlett & Co. Wealth Management LLC transactions in Sm Energy CO stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 1,400 shares of SM stock, worth $52,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,400
Previous 1,400 -0.0%
Holding current value
$52,948
Previous $60.5 Million 7.54%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2020

Feb 13, 2024

SELL
$1.03 - $6.93 $2,369 - $15,939
-2,300 Reduced 62.16%
1,400 $5.25 Million
Q1 2020

Feb 13, 2024

SELL
$1.06 - $12.39 $3,243 - $37,913
-3,060 Reduced 45.27%
3,700 $4.51 Million
Q1 2018

Feb 13, 2024

BUY
$17.22 - $26.89 $116,407 - $181,776
6,760 New
6,760 $122 Million

Others Institutions Holding SM

About SM Energy Co


  • Ticker SM
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas E&P
  • Shares Outstandng 123,000,000
  • Market Cap $4.65B
  • Description
  • SM Energy Company, an independent energy company, engages in the acquisition, exploration, development, and production of oil, natural gas, and natural gas liquids in the state of Texas. As of February 24, 2022, it had 492.0 million barrels of oil equivalent of estimated proved reserves. It also has working interests in 825 gross productive oil ...
More about SM
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.