AWS
PR

Atria Wealth Solutions’s Permian Resources PR Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-10,344
Closed -$149K – 2039
2024
Q4 		$149K Buy
+10,344
New +$150K ﹤0.01% 1871
2024
Q1 		– Sell
-11,669
Closed -$159K – 2042
2023
Q4 		$159K Buy
+11,669
New +$160K ﹤0.01% 1818

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's PR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Permian Resources (PR) in Q1 2025, closing a stake of 10,344 shares — an estimated $149K sold.

Atria Wealth Solutions first reported a position in PR in Q4 2023 and held it in 2 quarters. The position peaked at $159K in Q4 2023. 534 funds tracked by Wall St. Rank hold PR as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Permian Resources position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,344 Permian Resources shares in Q1 2025, an estimated $149K.
  • Atria Wealth Solutions first reported a position in Permian Resources in Q4 2023 and held it in 2 quarters.
  • Atria Wealth Solutions's Permian Resources position peaked at $159K in Q4 2023.
  • 534 funds tracked by Wall St. Rank held Permian Resources as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.