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Avitas Wealth Management’s Diamondback Energy FANG Stock Holding History

Avitas 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
2022
Q3 		– Sell
-12,677
Closed -$1.54M – 196
2022
Q2 		$1.54M Buy
+12,677
New +$1.74M 0.34% 97

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Avitas Wealth Management sold out of Diamondback Energy (FANG) in Q3 2022, closing a stake of 12,677 shares — an estimated $1.54M sold.

Avitas Wealth Management first reported a position in FANG in Q2 2022 and held it in 1 quarter. The position peaked at $1.54M in Q2 2022. 885 funds tracked by Wall St. Rank hold FANG as of Q3 2022.

  • Avitas Wealth Management reported no remaining Diamondback Energy position as of Q3 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 12,677 Diamondback Energy shares in Q3 2022, an estimated $1.54M.
  • Avitas Wealth Management first reported a position in Diamondback Energy in Q2 2022 and held it in 1 quarter.
  • Avitas Wealth Management's Diamondback Energy position peaked at $1.54M in Q2 2022.
  • 885 funds tracked by Wall St. Rank held Diamondback Energy as of Q3 2022.

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