BDF
WPX

Balasa Dinverno & Foltz’s WPX Energy, Inc. WPX Stock Holding History

Balasa Dinverno & Foltz’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-67,068
Closed -$205K – 289
2020
Q1 		$205K Buy
+67,068
New +$632K 0.03% 230

Other funds holding WPX

EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Balasa Dinverno & Foltz's WPX Position: Q2 2020 in Review

Balasa Dinverno & Foltz sold out of WPX Energy, Inc. (WPX) in Q2 2020, closing a stake of 67,068 shares — an estimated $205K sold.

Balasa Dinverno & Foltz first reported a position in WPX in Q1 2020 and held it in 1 quarter. The position peaked at $205K in Q1 2020. 372 funds tracked by Wall St. Rank hold WPX as of Q2 2020.

  • Balasa Dinverno & Foltz reported no remaining WPX Energy, Inc. position as of Q2 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 67,068 WPX Energy, Inc. shares in Q2 2020, an estimated $205K.
  • Balasa Dinverno & Foltz first reported a position in WPX Energy, Inc. in Q1 2020 and held it in 1 quarter.
  • Balasa Dinverno & Foltz's WPX Energy, Inc. position peaked at $205K in Q1 2020.
  • 372 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q2 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q2 2020, filed 7 Aug 2020.