AWM
CIVI

Abound Wealth Management’s Civitas Resources CIVI Stock Holding History

Abound Wealth Management’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$486 – 1364
2023
Q3 		$486 Hold
6
– – ﹤0.01% 816
2023
Q2 		$417 Buy
+6
New +$415 ﹤0.01% 914

Other funds holding CIVI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
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
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GFWEX
G.F.W. Energy XI Dallas, Texas $282M AUM
GFWEX
G.F.W. Energy XII Dallas, Texas $401K AUM 54.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Abound Wealth Management's CIVI Position: Q4 2023 in Review

Abound Wealth Management sold out of Civitas Resources (CIVI) in Q4 2023, closing a stake of 6 shares — an estimated $486 sold.

Abound Wealth Management first reported a position in CIVI in Q2 2023 and held it in 2 quarters. The position peaked at $486 in Q3 2023. 351 funds tracked by Wall St. Rank hold CIVI as of Q4 2023.

  • Abound Wealth Management reported no remaining Civitas Resources position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 6 Civitas Resources shares in Q4 2023, an estimated $486.
  • Abound Wealth Management first reported a position in Civitas Resources in Q2 2023 and held it in 2 quarters.
  • Abound Wealth Management's Civitas Resources position peaked at $486 in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.