HIA
PR

Harbor Investment Advisory’s Permian Resources PR Stock Holding History

Harbor Investment Advisory’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
2023
Q3 		– Sell
-6,637
Closed -$72.7K – 1303
2023
Q2 		$72.7K Buy
6,637
+1,856
+39% +$19K 0.01% 590
2023
Q1 		$50.2K Buy
+4,781
New +$48.8K 0.01% 700

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Harbor Investment Advisory's PR Position: Q3 2023 in Review

Harbor Investment Advisory sold out of Permian Resources (PR) in Q3 2023, closing a stake of 6,637 shares — an estimated $72.7K sold.

Harbor Investment Advisory first reported a position in PR in Q1 2023 and held it in 2 quarters. The position peaked at $72.7K in Q2 2023. 329 funds tracked by Wall St. Rank hold PR as of Q3 2023.

  • Harbor Investment Advisory reported no remaining Permian Resources position as of Q3 2023 after selling out during the quarter.
  • Harbor Investment Advisory sold 6,637 Permian Resources shares in Q3 2023, an estimated $72.7K.
  • Harbor Investment Advisory first reported a position in Permian Resources in Q1 2023 and held it in 2 quarters.
  • Harbor Investment Advisory's Permian Resources position peaked at $72.7K in Q2 2023.
  • 329 funds tracked by Wall St. Rank held Permian Resources as of Q3 2023.

Based on Harbor Investment Advisory's 13F filing for Q3 2023, filed 13 Oct 2023.