AWM
PE

Avior Wealth Management’s PARSLEY ENERGY INC PE Stock Holding History

Avior Wealth Management’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-45
Closed – – 1121
2020
Q3 		$0 Buy
+45
New +$481 ﹤0.01% 1054
2019
Q1 		– Sell
-4,983
Closed -$79K – 751
2018
Q4 		$79K Hold
4,983
– – 0.02% 443
2018
Q3 		$146K Sell
4,983
-952
-16% -$28.3K 0.03% 405
2018
Q2 		$180K Buy
5,935
+507
+9% +$14.9K 0.04% 349
2018
Q1 		$157K Buy
5,428
+528
+11% +$14.1K 0.04% 371
2017
Q4 		$144K Buy
+4,900
New +$131K 0.03% 402

Other funds holding PE

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Avior Wealth Management's PE Position: Q4 2020 in Review

Avior Wealth Management sold out of PARSLEY ENERGY INC (PE) in Q4 2020, closing a stake of 45 shares.

Avior Wealth Management first reported a position in PE in Q4 2017 and held it in 6 quarters. The position peaked at $180K in Q2 2018. 310 funds tracked by Wall St. Rank hold PE as of Q4 2020.

  • Avior Wealth Management reported no remaining PARSLEY ENERGY INC position as of Q4 2020 after selling out during the quarter.
  • Avior Wealth Management sold 45 PARSLEY ENERGY INC shares in Q4 2020.
  • Avior Wealth Management first reported a position in PARSLEY ENERGY INC in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's PARSLEY ENERGY INC position peaked at $180K in Q2 2018.
  • 310 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.