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Aviso Wealth Management’s Diamondback Energy FANG Stock Holding History

Aviso Wealth Management’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,642
Closed -$269K – 138
2024
Q4 		$269K Sell
1,642
-1,868
-53% -$329K 0.14% 119
2024
Q3 		$605K Sell
3,510
-4,200
-54% -$809K 0.33% 80
2024
Q2 		$1.54M Buy
7,710
+2,290
+42% +$455K 0.92% 25
2024
Q1 		$1.07M Sell
5,420
-4,268
-44% -$725K 0.68% 39
2023
Q4 		$1.5M Buy
+9,688
New +$1.52M 1.09% 22

Other funds holding FANG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aviso Wealth Management's FANG Position: Q1 2025 in Review

Aviso Wealth Management sold out of Diamondback Energy (FANG) in Q1 2025, closing a stake of 1,642 shares — an estimated $269K sold.

Aviso Wealth Management first reported a position in FANG in Q4 2023 and held it in 5 quarters. The position peaked at $1.54M in Q2 2024. 1,119 funds tracked by Wall St. Rank hold FANG as of Q1 2025.

  • Aviso Wealth Management reported no remaining Diamondback Energy position as of Q1 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 1,642 Diamondback Energy shares in Q1 2025, an estimated $269K.
  • Aviso Wealth Management first reported a position in Diamondback Energy in Q4 2023 and held it in 5 quarters.
  • Aviso Wealth Management's Diamondback Energy position peaked at $1.54M in Q2 2024.
  • 1,119 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2025.

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