Advisor Partners LLC

SEC CIK: 0001456114
Latest filing: Aug 11, 2022

SEC filings (opens in a new tab)

SM holding history

SM Energy Co in every 13F filed by Advisor Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SM overview All 13F holders of SM Full Q2 2022 holdings

Shares (Q2 2022): 8,985
Value: $307.0K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2021

Holdings of SM by Advisor Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	8,985	$307.0K	<0.1%	+644+7.7%	Added	Holders
Q1 2022	8,341	$325.0K	<0.1%	+372+4.7%	Added	Holders
Q4 2021	7,969	$235.0K	<0.1%	+7,969	New	Holders