APP
PR

Avantax Planning Partners’s Permian Resources PR Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-178
Closed -$4K – 968
2018
Q3 		$4K Buy
+178
New +$3.35K ﹤0.01% 1186
2018
Q2 		– Sell
-802
Closed -$14K – 1155
2018
Q1 		$14K Buy
+802
New +$15.5K ﹤0.01% 915

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Avantax Planning Partners's PR Position: Q4 2018 in Review

Avantax Planning Partners sold out of Permian Resources (PR) in Q4 2018, closing a stake of 178 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in PR in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 213 funds tracked by Wall St. Rank hold PR as of Q4 2018.

  • Avantax Planning Partners reported no remaining Permian Resources position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 178 Permian Resources shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Permian Resources in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Permian Resources position peaked at $14K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held Permian Resources as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.