CTWM
PXD

Cherry Tree Wealth Management’s Pioneer Natural Resource Co. PXD Stock Holding History

Cherry Tree Wealth Management’s Portfolio PXD Stock Details PXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-25
Closed -$6.56K – 627
2024
Q1 		$6.56K Hold
25
– – ﹤0.01% 417
2023
Q4 		$5.62K Hold
25
– – ﹤0.01% 419
2023
Q3 		$5.74K Buy
+25
New +$5.69K ﹤0.01% 391

Other funds holding PXD

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return

Cherry Tree Wealth Management's PXD Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q2 2024, closing a stake of 25 shares — an estimated $6.56K sold.

Cherry Tree Wealth Management first reported a position in PXD in Q3 2023 and held it in 3 quarters. The position peaked at $6.56K in Q1 2024. 14 funds tracked by Wall St. Rank hold PXD as of Q2 2024.

  • Cherry Tree Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q2 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 25 Pioneer Natural Resource Co. shares in Q2 2024, an estimated $6.56K.
  • Cherry Tree Wealth Management first reported a position in Pioneer Natural Resource Co. in Q3 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Pioneer Natural Resource Co. position peaked at $6.56K in Q1 2024.
  • 14 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.