HGWM
CIVI

Harvest Group Wealth Management’s Civitas Resources CIVI Stock Holding History

Harvest Group Wealth Management’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5
Closed – – 186
2022
Q1 		$0 Buy
+5
New +$272 ﹤0.01% 139
2019
Q4 		– Sell
-46
Closed -$1K – 975
2019
Q3 		$1K Buy
+46
New +$1.02K ﹤0.01% 838

Other funds holding CIVI

Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Harvest Group Wealth Management's CIVI Position: Q2 2022 in Review

Harvest Group Wealth Management sold out of Civitas Resources (CIVI) in Q2 2022, closing a stake of 5 shares.

Harvest Group Wealth Management first reported a position in CIVI in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 269 funds tracked by Wall St. Rank hold CIVI as of Q2 2022.

  • Harvest Group Wealth Management reported no remaining Civitas Resources position as of Q2 2022 after selling out during the quarter.
  • Harvest Group Wealth Management sold 5 Civitas Resources shares in Q2 2022.
  • Harvest Group Wealth Management first reported a position in Civitas Resources in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Civitas Resources position peaked at $1K in Q3 2019.
  • 269 funds tracked by Wall St. Rank held Civitas Resources as of Q2 2022.

Based on Harvest Group Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.