CWP
PR

CFM Wealth Partners’s Permian Resources PR Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-2,253
Closed -$2K – 385
2020
Q2 		$2K Hold
2,253
– – ﹤0.01% 469
2020
Q1 		$1K Sell
2,253
-667
-23% -$1.69K ﹤0.01% 523
2019
Q4 		$13K Buy
+2,920
New +$10.7K ﹤0.01% 397

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CFM Wealth Partners's PR Position: Q3 2020 in Review

CFM Wealth Partners sold out of Permian Resources (PR) in Q3 2020, closing a stake of 2,253 shares — an estimated $2K sold.

CFM Wealth Partners first reported a position in PR in Q4 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 94 funds tracked by Wall St. Rank hold PR as of Q3 2020.

  • CFM Wealth Partners reported no remaining Permian Resources position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 2,253 Permian Resources shares in Q3 2020, an estimated $2K.
  • CFM Wealth Partners first reported a position in Permian Resources in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Permian Resources position peaked at $13K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Permian Resources as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.