Edge Wealth Management’s Permian Resources PR Stock Holding History

Edge Wealth Management’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
2021 Q3	–	Sell	-1,750	Closed	-$12K	–	545
2021 Q2	$12K	Buy	+1,750	New	+$9.04K	﹤0.01%	300

Other funds holding PR

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Wealth Management's PR Position: Q3 2021 in Review

Edge Wealth Management sold out of Permian Resources (PR) in Q3 2021, closing a stake of 1,750 shares — an estimated $12K sold.

Edge Wealth Management first reported a position in PR in Q2 2021 and held it in 1 quarter. The position peaked at $12K in Q2 2021. 161 funds tracked by Wall St. Rank hold PR as of Q3 2021.

Edge Wealth Management reported no remaining Permian Resources position as of Q3 2021 after selling out during the quarter.
Edge Wealth Management sold 1,750 Permian Resources shares in Q3 2021, an estimated $12K.
Edge Wealth Management first reported a position in Permian Resources in Q2 2021 and held it in 1 quarter.
Edge Wealth Management's Permian Resources position peaked at $12K in Q2 2021.
161 funds tracked by Wall St. Rank held Permian Resources as of Q3 2021.

Based on Edge Wealth Management's 13F filing for Q3 2021, filed 13 Oct 2021.