9WM
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9258 Wealth Management’s Diamondback Energy FANG Stock Holding History

9258 Wealth Management’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$398K Buy
2,309
+64
+3% +$12.3K 0.06% 234
2024
Q2 		$449K Buy
2,245
+568
+34% +$113K 0.07% 205
2024
Q1 		$332K Buy
+1,677
New +$285K 0.05% 254

Other funds holding FANG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's FANG Position: Q3 2024 in Review

9258 Wealth Management increased its Diamondback Energy (FANG) stake by 2.9% in Q3 2024, buying an estimated $12.3K and bringing the position to 2,309 shares worth $398K. The position accounts for 0.06% of the portfolio, ranked #234.

9258 Wealth Management first reported a position in FANG in Q1 2024 and has held it in 3 quarters since. The position peaked at $449K in Q2 2024. 1,181 funds tracked by Wall St. Rank hold FANG as of Q3 2024.

  • 9258 Wealth Management held 2,309 shares of Diamondback Energy worth $398K as of Q3 2024.
  • 9258 Wealth Management bought 64 Diamondback Energy shares in Q3 2024, an estimated $12.3K.
  • Diamondback Energy made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #234 holding.
  • 9258 Wealth Management first reported a position in Diamondback Energy in Q1 2024 and has held it in 3 quarters since.
  • 9258 Wealth Management's Diamondback Energy position peaked at $449K in Q2 2024.
  • 1,181 funds tracked by Wall St. Rank held Diamondback Energy as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.