BCWM
WPX

Bartlett & Co Wealth Management’s WPX Energy, Inc. WPX Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-33
Closed -$162 – 1228
2020
Q3 		$162 Hold
33
– – ﹤0.01% 828
2020
Q2 		$211 Hold
33
– – ﹤0.01% 832
2020
Q1 		$101 Hold
33
– – ﹤0.01% 833
2019
Q4 		$453 Hold
33
– – ﹤0.01% 842
2019
Q3 		$349 Buy
+33
New +$348 ﹤0.01% 856

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bartlett & Co Wealth Management's WPX Position: Q4 2020 in Review

Bartlett & Co Wealth Management sold out of WPX Energy, Inc. (WPX) in Q4 2020, closing a stake of 33 shares — an estimated $162 sold.

Bartlett & Co Wealth Management first reported a position in WPX in Q3 2019 and held it in 5 quarters. The position peaked at $453 in Q4 2019. 349 funds tracked by Wall St. Rank hold WPX as of Q4 2020.

  • Bartlett & Co Wealth Management reported no remaining WPX Energy, Inc. position as of Q4 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 33 WPX Energy, Inc. shares in Q4 2020, an estimated $162.
  • Bartlett & Co Wealth Management first reported a position in WPX Energy, Inc. in Q3 2019 and held it in 5 quarters.
  • Bartlett & Co Wealth Management's WPX Energy, Inc. position peaked at $453 in Q4 2019.
  • 349 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2020, filed 13 Feb 2024.