BCA
WPX

Berman Capital Advisors’s WPX Energy, Inc. WPX Stock Holding History

Berman Capital Advisors’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
2021
Q1 		– Sell
-32,288
Closed -$263K – 1978
2020
Q4 		$263K Buy
32,288
+7,665
+31% +$48.7K 0.06% 134
2020
Q3 		$119K Buy
24,623
+6,800
+38% +$37.6K 0.03% 207
2020
Q2 		$113K Sell
17,823
-2,856
-14% -$16.1K 0.03% 210
2020
Q1 		$61K Buy
20,679
+4,249
+26% +$40.1K 0.02% 260
2019
Q4 		$224K Sell
16,430
-109
-0.7% -$1.16K 0.06% 125
2019
Q3 		$173K Buy
16,539
+763
+5% +$8.05K 0.05% 146
2019
Q2 		$176K Buy
15,776
+1,356
+9% +$16.9K 0.06% 142
2019
Q1 		$188K Buy
14,420
+8,972
+165% +$113K 0.06% 129
2018
Q4 		$60K Buy
+5,448
New +$82.6K 0.02% 237
2018
Q2 		– Sell
-11,548
Closed -$159K – 123
2018
Q1 		$159K Buy
+11,548
New +$166K 0.06% 107

Berman Capital Advisors's WPX Position: Q1 2021 in Review

Berman Capital Advisors sold out of WPX Energy, Inc. (WPX) in Q1 2021, closing a stake of 32,288 shares — an estimated $263K sold.

Berman Capital Advisors first reported a position in WPX in Q1 2018 and held it in 10 quarters. The position peaked at $263K in Q4 2020. 0 funds tracked by Wall St. Rank hold WPX as of Q1 2021.

  • Berman Capital Advisors reported no remaining WPX Energy, Inc. position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 32,288 WPX Energy, Inc. shares in Q1 2021, an estimated $263K.
  • Berman Capital Advisors first reported a position in WPX Energy, Inc. in Q1 2018 and held it in 10 quarters.
  • Berman Capital Advisors's WPX Energy, Inc. position peaked at $263K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.