Creative Planning’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 |
-26,330
| Closed | -$215K | – | 2792 |
|
|
2020
Q4 | $215K | Sell |
26,330
-51,952
| -66% | -$330K | ﹤0.01% | 1845 |
|
|
2020
Q3 | $384K | Buy |
78,282
+32,953
| +73% | +$182K | ﹤0.01% | 1268 |
|
|
2020
Q2 | $289K | Buy |
45,329
+28,604
| +171% | +$161K | ﹤0.01% | 1329 |
|
|
2020
Q1 | $51K | Sell |
16,725
-1,328
| -7% | -$12.5K | ﹤0.01% | 1628 |
|
|
2019
Q4 | $248K | Sell |
18,053
-1,478
| -8% | -$15.8K | ﹤0.01% | 1508 |
|
|
2019
Q3 | $207K | Sell |
19,531
-3,291
| -14% | -$34.7K | ﹤0.01% | 1593 |
|
|
2019
Q2 | $263K | Buy |
22,822
+480
| +2% | +$5.97K | ﹤0.01% | 1456 |
|
|
2019
Q1 | $293K | Buy |
22,342
+102
| +0.5% | +$1.28K | ﹤0.01% | 1339 |
|
|
2018
Q4 | $252K | Buy |
22,240
+3,203
| +17% | +$48.6K | ﹤0.01% | 1340 |
|
|
2018
Q3 | $383K | Buy |
19,037
+189
| +1% | +$3.5K | ﹤0.01% | 1245 |
|
|
2018
Q2 | $340K | Buy |
18,848
+206
| +1% | +$3.53K | ﹤0.01% | 1293 |
|
|
2018
Q1 | $276K | Buy |
18,642
+462
| +3% | +$6.66K | ﹤0.01% | 1395 |
|
|
2017
Q4 | $256K | Buy |
18,180
+167
| +0.9% | +$2.02K | ﹤0.01% | 1441 |
|
|
2017
Q3 | $207K | Buy |
18,013
+120
| +0.7% | +$1.23K | ﹤0.01% | 1584 |
|
|
2017
Q2 | $173K | Sell |
17,893
-1,231
| -6% | -$14K | ﹤0.01% | 1610 |
|
|
2017
Q1 | $256K | Buy |
19,124
+1,108
| +6% | +$14.8K | ﹤0.01% | 1353 |
|
|
2016
Q4 | $262K | Buy |
18,016
+1,262
| +8% | +$16.7K | ﹤0.01% | 1261 |
|
|
2016
Q3 | $221K | Buy |
16,754
+1,401
| +9% | +$15.6K | ﹤0.01% | 1352 |
|
|
2016
Q2 | $143K | Sell |
15,353
-25
| -0.2% | -$226 | ﹤0.01% | 1442 |
|
|
2016
Q1 | $107K | Sell |
15,378
-3,744
| -20% | -$19.1K | ﹤0.01% | 1581 |
|
|
2015
Q4 | $110K | Buy |
19,122
+3,347
| +21% | +$24.9K | ﹤0.01% | 1577 |
|
|
2015
Q3 | $104K | Buy |
15,775
+1,596
| +11% | +$13.3K | ﹤0.01% | 1577 |
|
|
2015
Q2 | $174K | Buy |
14,179
+888
| +7% | +$11.7K | ﹤0.01% | 902 |
|
|
2015
Q1 | $145K | Buy |
13,291
+92
| +0.7% | +$1.05K | ﹤0.01% | 1363 |
|
|
2014
Q4 | $154K | Sell |
13,199
-1,342
| -9% | -$21.4K | ﹤0.01% | 1298 |
|
|
2014
Q3 | $350K | Buy |
14,541
+3,613
| +33% | +$85.5K | ﹤0.01% | 799 |
|
|
2014
Q2 | $261K | Sell |
10,928
-644
| -6% | -$13.7K | ﹤0.01% | 911 |
|
|
2014
Q1 | $209K | Sell |
11,572
-79
| -0.7% | -$1.46K | ﹤0.01% | 979 |
|
|
2013
Q4 | $237K | Buy |
11,651
+4,649
| +66% | +$92.8K | ﹤0.01% | 790 |
|
|
2013
Q3 | $135K | Buy |
7,002
+296
| +4% | +$5.69K | ﹤0.01% | 943 |
|
|
2013
Q2 | $127K | Buy |
+6,706
| New | +$120K | ﹤0.01% | 866 |
|
Creative Planning's WPX Position: Q1 2021 in Review
Creative Planning sold out of WPX Energy, Inc. (WPX) in Q1 2021, closing a stake of 26,330 shares — an estimated $215K sold.
Creative Planning first reported a position in WPX in Q2 2013 and held it in 31 quarters. The position peaked at $384K in Q3 2020. 0 funds tracked by Wall St. Rank hold WPX as of Q1 2021.
- Creative Planning reported no remaining WPX Energy, Inc. position as of Q1 2021 after selling out during the quarter.
- Creative Planning sold 26,330 WPX Energy, Inc. shares in Q1 2021, an estimated $215K.
- Creative Planning first reported a position in WPX Energy, Inc. in Q2 2013 and held it in 31 quarters.
- Creative Planning's WPX Energy, Inc. position peaked at $384K in Q3 2020.
- 0 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q1 2021.
Based on Creative Planning's 13F filing for Q1 2021, filed 30 Apr 2021.