BSW
PR

Buckingham Strategic Wealth’s Permian Resources PR Stock Holding History

Buckingham Strategic Wealth’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$136K – 790
2023
Q4 		$136K Hold
10,000
– – ﹤0.01% 689
2023
Q3 		$140K Hold
10,000
– – ﹤0.01% 651
2023
Q2 		$110K Hold
10,000
– – ﹤0.01% 664
2023
Q1 		$94K Hold
10,000
– – ﹤0.01% 588
2022
Q4 		$94K Sell
10,000
-13,000
-57% -$124K ﹤0.01% 590
2022
Q3 		$156K Buy
+23,000
New +$159K ﹤0.01% 559

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Buckingham Strategic Wealth's PR Position: Q1 2024 in Review

Buckingham Strategic Wealth sold out of Permian Resources (PR) in Q1 2024, closing a stake of 10,000 shares — an estimated $136K sold.

Buckingham Strategic Wealth first reported a position in PR in Q3 2022 and held it in 6 quarters. The position peaked at $156K in Q3 2022. 433 funds tracked by Wall St. Rank hold PR as of Q1 2024.

  • Buckingham Strategic Wealth reported no remaining Permian Resources position as of Q1 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,000 Permian Resources shares in Q1 2024, an estimated $136K.
  • Buckingham Strategic Wealth first reported a position in Permian Resources in Q3 2022 and held it in 6 quarters.
  • Buckingham Strategic Wealth's Permian Resources position peaked at $156K in Q3 2022.
  • 433 funds tracked by Wall St. Rank held Permian Resources as of Q1 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2024, filed 9 May 2024.