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Avitas Wealth Management’s EOG Resources EOG Stock Holding History

Avitas Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-35,878
Closed -$3.96M – 195
2022
Q2 		$3.96M Buy
+35,878
New +$4.45M 0.87% 33
2019
Q1 		– Sell
-6,571
Closed -$573K – 164
2018
Q4 		$573K Buy
+6,571
New +$704K 0.19% 127

Other funds holding EOG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avitas Wealth Management's EOG Position: Q3 2022 in Review

Avitas Wealth Management sold out of EOG Resources (EOG) in Q3 2022, closing a stake of 35,878 shares — an estimated $3.96M sold.

Avitas Wealth Management first reported a position in EOG in Q4 2018 and held it in 2 quarters. The position peaked at $3.96M in Q2 2022. 1,262 funds tracked by Wall St. Rank hold EOG as of Q3 2022.

  • Avitas Wealth Management reported no remaining EOG Resources position as of Q3 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 35,878 EOG Resources shares in Q3 2022, an estimated $3.96M.
  • Avitas Wealth Management first reported a position in EOG Resources in Q4 2018 and held it in 2 quarters.
  • Avitas Wealth Management's EOG Resources position peaked at $3.96M in Q2 2022.
  • 1,262 funds tracked by Wall St. Rank held EOG Resources as of Q3 2022.

Based on Avitas Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.