BTWM
PXD

Baker Tilly Wealth Management’s Pioneer Natural Resource Co. PXD Stock Holding History

Baker Tilly Wealth Management’s Portfolio PXD Stock Details PXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,763
Closed -$463K – 423
2024
Q1 		$463K Sell
1,763
-52
-3% -$12.2K 0.08% 272
2023
Q4 		$408K Sell
1,815
-505
-22% -$118K 0.07% 332
2023
Q3 		$533K Sell
2,320
-3,622
-61% -$824K 0.09% 241
2023
Q2 		$1.23M Buy
5,942
+1,074
+22% +$226K 0.13% 172
2023
Q1 		$994K Buy
4,868
+152
+3% +$32.7K 0.11% 200
2022
Q4 		$1.08M Buy
4,716
+464
+11% +$113K 0.13% 173
2022
Q3 		$921K Buy
4,252
+283
+7% +$64.6K 0.13% 177
2022
Q2 		$885K Buy
3,969
+247
+7% +$62.7K 0.12% 193
2022
Q1 		$931K Sell
3,722
-2,002
-35% -$453K 0.1% 208
2021
Q4 		$1.04M Buy
5,724
+1,865
+48% +$343K 0.11% 186
2021
Q3 		$643K Buy
3,859
+1,479
+62% +$224K 0.08% 264
2021
Q2 		$387K Buy
+2,380
New +$374K 0.06% 339

Other funds holding PXD

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return

Baker Tilly Wealth Management's PXD Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 1,763 shares — an estimated $463K sold.

Baker Tilly Wealth Management first reported a position in PXD in Q2 2021 and held it in 12 quarters. The position peaked at $1.23M in Q2 2023. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,763 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $463K.
  • Baker Tilly Wealth Management first reported a position in Pioneer Natural Resource Co. in Q2 2021 and held it in 12 quarters.
  • Baker Tilly Wealth Management's Pioneer Natural Resource Co. position peaked at $1.23M in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.