CFFP
CIVI

Center for Financial Planning’s Civitas Resources CIVI Stock Holding History

Center for Financial Planning’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$3K – 566
2022
Q3 		$3K Buy
+50
New +$2.94K ﹤0.01% 462

Other funds holding CIVI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's CIVI Position: Q4 2022 in Review

Center for Financial Planning sold out of Civitas Resources (CIVI) in Q4 2022, closing a stake of 50 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in CIVI in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 307 funds tracked by Wall St. Rank hold CIVI as of Q4 2022.

  • Center for Financial Planning reported no remaining Civitas Resources position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 50 Civitas Resources shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Civitas Resources in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Civitas Resources position peaked at $3K in Q3 2022.
  • 307 funds tracked by Wall St. Rank held Civitas Resources as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.