EWA
PR

EverSource Wealth Advisors’s Permian Resources PR Stock Holding History

EverSource Wealth Advisors’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
2026
Q1 		$179K Buy
8,386
+5,900
+237% +$102K 0.01% 1117
2025
Q4 		$34.9K Sell
2,486
-2,358
-49% -$31.7K ﹤0.01% 2002
2025
Q3 		$62K Buy
4,844
+674
+16% +$9.24K ﹤0.01% 1552
2025
Q2 		$56.8K Buy
4,170
+3,224
+341% +$41.5K ﹤0.01% 1536
2025
Q1 		$13.1K Buy
946
+677
+252% +$9.69K ﹤0.01% 1953
2024
Q4 		$3.87K Buy
269
+172
+177% +$2.49K ﹤0.01% 2454
2024
Q3 		$1.32K Sell
97
-10,545
-99% -$155K ﹤0.01% 2656
2024
Q2 		$163K Buy
10,642
+10,566
+13,903% +$175K 0.01% 629
2024
Q1 		$1.27K Sell
76
-805
-91% -$11.8K ﹤0.01% 2503
2023
Q4 		$12K Buy
881
+760
+628% +$10.4K ﹤0.01% 1478
2023
Q3 		$1.69K Hold
121
– – ﹤0.01% 2065
2023
Q2 		$1.33K Hold
121
– – ﹤0.01% 2132
2023
Q1 		$1.27K Hold
121
– – ﹤0.01% 2059
2022
Q4 		$1.14K Buy
+121
New +$1.16K ﹤0.01% 2051

Other funds holding PR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return