CAPTRUST Financial Advisors’s WPX Energy, Inc. WPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,862
| Closed | -$15K | – | 4612 |
|
|
2020
Q4 | $15K | Buy |
1,862
+838
| +82% | +$5.33K | ﹤0.01% | 2411 |
|
|
2020
Q3 | $5K | Sell |
1,024
-7,488
| -88% | -$41.4K | ﹤0.01% | 2560 |
|
|
2020
Q2 | $52K | Buy |
+8,512
| New | +$48K | ﹤0.01% | 1617 |
|
|
2019
Q4 | – | Sell |
-714
| Closed | -$8K | – | 2000 |
|
|
2019
Q3 | $8K | Hold |
714
| – | – | ﹤0.01% | 1582 |
|
|
2019
Q2 | $8K | Hold |
714
| – | – | ﹤0.01% | 1561 |
|
|
2019
Q1 | $9K | Buy |
714
+114
| +19% | +$1.43K | ﹤0.01% | 1431 |
|
|
2018
Q4 | $7K | Hold |
600
| – | – | ﹤0.01% | 1296 |
|
|
2018
Q3 | $12K | Sell |
600
-1,171
| -66% | -$21.7K | ﹤0.01% | 1195 |
|
|
2018
Q2 | $32K | Buy |
1,771
+612
| +53% | +$10.5K | ﹤0.01% | 809 |
|
|
2018
Q1 | $16K | Buy |
1,159
+367
| +46% | +$5.29K | ﹤0.01% | 909 |
|
|
2017
Q4 | $11K | Buy |
+792
| New | +$9.59K | ﹤0.01% | 972 |
|
CAPTRUST Financial Advisors's WPX Position: Q1 2021 in Review
CAPTRUST Financial Advisors sold out of WPX Energy, Inc. (WPX) in Q1 2021, closing a stake of 1,862 shares — an estimated $15K sold.
CAPTRUST Financial Advisors first reported a position in WPX in Q4 2017 and held it in 11 quarters. The position peaked at $52K in Q2 2020. 0 funds tracked by Wall St. Rank hold WPX as of Q1 2021.
- CAPTRUST Financial Advisors reported no remaining WPX Energy, Inc. position as of Q1 2021 after selling out during the quarter.
- CAPTRUST Financial Advisors sold 1,862 WPX Energy, Inc. shares in Q1 2021, an estimated $15K.
- CAPTRUST Financial Advisors first reported a position in WPX Energy, Inc. in Q4 2017 and held it in 11 quarters.
- CAPTRUST Financial Advisors's WPX Energy, Inc. position peaked at $52K in Q2 2020.
- 0 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2021.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.