HGWM
WPX

Harvest Group Wealth Management’s WPX Energy, Inc. WPX Stock Holding History

Harvest Group Wealth Management’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-311
Closed -$3K – 1090
2019
Q3 		$3K Buy
+311
New +$3.28K ﹤0.01% 619

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harvest Group Wealth Management's WPX Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of WPX Energy, Inc. (WPX) in Q4 2019, closing a stake of 311 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in WPX in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 396 funds tracked by Wall St. Rank hold WPX as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining WPX Energy, Inc. position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 311 WPX Energy, Inc. shares in Q4 2019, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in WPX Energy, Inc. in Q3 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's WPX Energy, Inc. position peaked at $3K in Q3 2019.
  • 396 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.