HGERS
CIVI

Householder Group Estate & Retirement Specialist’s Civitas Resources CIVI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-20
Closed -$1K – 1182
2024
Q2 		$1K Buy
+20
New +$1.45K ﹤0.01% 1117

Other funds holding CIVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CIVI Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Civitas Resources (CIVI) in Q3 2024, closing a stake of 20 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in CIVI in Q2 2024 and held it in 1 quarter. The position peaked at $1K in Q2 2024. 395 funds tracked by Wall St. Rank hold CIVI as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Civitas Resources position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 20 Civitas Resources shares in Q3 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Civitas Resources in Q2 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Civitas Resources position peaked at $1K in Q2 2024.
  • 395 funds tracked by Wall St. Rank held Civitas Resources as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.