AWA
WPX

ARS Wealth Advisors’s WPX Energy, Inc. WPX Stock Holding History

ARS Wealth Advisors’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-27,334
Closed -$181K – 82
2015
Q3 		$181K Sell
27,334
-27,889
-51% -$233K 0.09% 73
2015
Q2 		$678K Sell
55,223
-3,104
-5% -$40.9K 0.3% 27
2015
Q1 		$638K Sell
58,327
-21,163
-27% -$242K 0.28% 29
2014
Q4 		$924K Buy
79,490
+2,360
+3% +$37.7K 0.4% 21
2014
Q3 		$1.86M Sell
77,130
-1,830
-2% -$43.3K 0.86% 16
2014
Q2 		$1.89M Sell
78,960
-256
-0.3% -$5.44K 0.92% 17
2014
Q1 		$1.43M Sell
79,216
-2,712
-3% -$50K 0.86% 19
2013
Q4 		$1.67M Buy
+81,928
New +$1.64M 1.03% 19

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

ARS Wealth Advisors's WPX Position: Q4 2015 in Review

ARS Wealth Advisors sold out of WPX Energy, Inc. (WPX) in Q4 2015, closing a stake of 27,334 shares — an estimated $181K sold.

ARS Wealth Advisors first reported a position in WPX in Q4 2013 and held it in 8 quarters. The position peaked at $1.89M in Q2 2014. 311 funds tracked by Wall St. Rank hold WPX as of Q4 2015.

  • ARS Wealth Advisors reported no remaining WPX Energy, Inc. position as of Q4 2015 after selling out during the quarter.
  • ARS Wealth Advisors sold 27,334 WPX Energy, Inc. shares in Q4 2015, an estimated $181K.
  • ARS Wealth Advisors first reported a position in WPX Energy, Inc. in Q4 2013 and held it in 8 quarters.
  • ARS Wealth Advisors's WPX Energy, Inc. position peaked at $1.89M in Q2 2014.
  • 311 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2015.

Based on ARS Wealth Advisors's 13F filing for Q4 2015, filed 11 Jun 2021.