EI
WPX

Ellevest Inc’s WPX Energy, Inc. WPX Stock Holding History

Ellevest Inc’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-16,946
Closed -$83K – 1434
2020
Q3 		$83K Buy
16,946
+15,752
+1,319% +$87.2K 0.01% 302
2020
Q2 		$8K Buy
+1,194
New +$6.74K ﹤0.01% 664
2020
Q1 		– Sell
-130
Closed -$2K – 1383
2019
Q4 		$2K Hold
130
– – ﹤0.01% 712
2019
Q3 		$1K Hold
130
– – ﹤0.01% 488
2019
Q2 		$2K Hold
130
– – ﹤0.01% 355
2019
Q1 		$2K Hold
130
– – ﹤0.01% 304
2018
Q4 		$1K Buy
+130
New +$1.97K ﹤0.01% 501

Other funds holding WPX

EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ellevest Inc's WPX Position: Q4 2020 in Review

Ellevest Inc sold out of WPX Energy, Inc. (WPX) in Q4 2020, closing a stake of 16,946 shares — an estimated $83K sold.

Ellevest Inc first reported a position in WPX in Q4 2018 and held it in 7 quarters. The position peaked at $83K in Q3 2020. 349 funds tracked by Wall St. Rank hold WPX as of Q4 2020.

  • Ellevest Inc reported no remaining WPX Energy, Inc. position as of Q4 2020 after selling out during the quarter.
  • Ellevest Inc sold 16,946 WPX Energy, Inc. shares in Q4 2020, an estimated $83K.
  • Ellevest Inc first reported a position in WPX Energy, Inc. in Q4 2018 and held it in 7 quarters.
  • Ellevest Inc's WPX Energy, Inc. position peaked at $83K in Q3 2020.
  • 349 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2020.

Based on Ellevest Inc's 13F filing for Q4 2020, filed 4 Feb 2021.