AWS
CIVI

AJ Wealth Strategies’s Civitas Resources CIVI Stock Holding History

AJ Wealth Strategies’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
Q2 		$617K Buy
+8,896
New +$615K 0.03% 164

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
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 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
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
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

AJ Wealth Strategies's CIVI Position: Q2 2023 in Review

AJ Wealth Strategies opened a new position in Civitas Resources (CIVI) in Q2 2023: 8,896 shares worth $617K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings.

330 funds tracked by Wall St. Rank hold CIVI as of Q2 2023.

  • AJ Wealth Strategies held 8,896 shares of Civitas Resources worth $617K as of Q2 2023.
  • Civitas Resources was a new AJ Wealth Strategies position in Q2 2023.
  • Civitas Resources made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #164 holding.
  • 330 funds tracked by Wall St. Rank held Civitas Resources as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.