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Focused Wealth Management’s EOG Resources EOG Stock Holding History

Focused Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,400
Closed -$12.3K – 1073
2022
Q4 		$12.3K Buy
+1,400
New +$186K ﹤0.01% 499
2022
Q3 		– Sell
-1,800
Closed -$20K – 972
2022
Q2 		$20K Buy
+1,800
New +$223K ﹤0.01% 413

Other funds holding EOG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focused Wealth Management's EOG Position: Q1 2022 in Review

Focused Wealth Management sold out of EOG Resources (EOG) in Q1 2022, closing a stake of 1,575 shares — an estimated $140K sold.

Focused Wealth Management first reported a position in EOG in Q1 2017 and held it in 3 quarters. The position peaked at $156K in Q1 2017. 1,217 funds tracked by Wall St. Rank hold EOG as of Q1 2022.

  • Focused Wealth Management reported no remaining EOG Resources position as of Q1 2022 after selling out during the quarter.
  • Focused Wealth Management sold 1,575 EOG Resources shares in Q1 2022, an estimated $140K.
  • Focused Wealth Management first reported a position in EOG Resources in Q1 2017 and held it in 3 quarters.
  • Focused Wealth Management's EOG Resources position peaked at $156K in Q1 2017.
  • 1,217 funds tracked by Wall St. Rank held EOG Resources as of Q1 2022.

Based on Focused Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.