AF
PR

Advisornet Financial’s Permian Resources PR Stock Holding History

Advisornet Financial’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.67K Hold
360
– – ﹤0.01% 1624
2025
Q4 		$5.05K Hold
360
– – ﹤0.01% 1725
2025
Q3 		$4.61K Hold
360
– – ﹤0.01% 1713
2025
Q2 		$4.9K Buy
360
+91
+34% +$1.17K ﹤0.01% 1667
2025
Q1 		$3.73K Sell
269
-23
-8% -$329 ﹤0.01% 1671
2024
Q4 		$4.2K Sell
292
-2
-0.7% -$29 ﹤0.01% 1500
2024
Q3 		$4K Buy
294
+29
+11% +$426 ﹤0.01% 1626
2024
Q2 		$4.28K Hold
265
– – ﹤0.01% 1489
2024
Q1 		$4.68K Sell
265
-64
-19% -$939 ﹤0.01% 1452
2023
Q4 		$4.47K Sell
329
-972
-75% -$13.3K ﹤0.01% 1509
2023
Q3 		$18.2K Buy
1,301
+1,000
+332% +$12.6K ﹤0.01% 1059
2023
Q2 		$3.3K Buy
301
+3
+1% +$31 ﹤0.01% 1602
2023
Q1 		$3.13K Buy
298
+29
+11% +$296 ﹤0.01% 1590
2022
Q4 		$2.53K Buy
269
+4
+2% +$38 ﹤0.01% 1616
2022
Q3 		$2K Hold
265
– – ﹤0.01% 1693
2022
Q2 		$2K Buy
+265
New +$2.12K ﹤0.01% 1719

Other funds holding PR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return