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Evermay Wealth Management’s Diamondback Energy FANG Stock Holding History

Evermay Wealth Management’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$311 – 656
2023
Q4 		$311 Buy
+2
New +$313 ﹤0.01% 654

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T. Rowe Price Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evermay Wealth Management's FANG Position: Q1 2024 in Review

Evermay Wealth Management sold out of Diamondback Energy (FANG) in Q1 2024, closing a stake of 2 shares — an estimated $311 sold.

Evermay Wealth Management first reported a position in FANG in Q4 2023 and held it in 1 quarter. The position peaked at $311 in Q4 2023. 1,109 funds tracked by Wall St. Rank hold FANG as of Q1 2024.

  • Evermay Wealth Management reported no remaining Diamondback Energy position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 2 Diamondback Energy shares in Q1 2024, an estimated $311.
  • Evermay Wealth Management first reported a position in Diamondback Energy in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Diamondback Energy position peaked at $311 in Q4 2023.
  • 1,109 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.