Beacon Financial Group’s Pioneer Natural Resource Co. PXD Stock Holding History

Beacon Financial Group’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	-826	Closed	-$217K	–	337
2024 Q1	$217K	Sell	826 -100	-11%	-$23.4K	0.02%	304
2023 Q4	$208K	Buy	+926	New	+$217K	0.03%	298
2014 Q4	–	Sell	-1,272	Closed	-$257K	–	204
2014 Q3	$257K	Sell	1,272 -1	-0.1%	-$212	0.06%	169
2014 Q2	$288K	Sell	1,273 -699	-35%	-$144K	0.06%	146
2014 Q1	$372K	Sell	1,972 -2,000	-50%	-$365K	0.08%	134
2013 Q4	$722K	Buy	3,972 +2,847	+253%	+$548K	0.14%	106
2013 Q3	$212K	Buy	+1,125	New	+$191K	0.05%	169

Other funds holding PXD

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

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return