JWM
PR

Janiczek Wealth Management’s Permian Resources PR Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$679K Buy
+42,043
New +$697K 0.14% 64
2024
Q1 		– Sell
-3
Closed -$41 – 1143
2023
Q4 		$41 Buy
+3
New +$41 ﹤0.01% 1121

Other funds holding PR

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
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
GFWEX
G.F.W. Energy XI Dallas, Texas $282M AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Janiczek Wealth Management's PR Position: Q2 2024 in Review

Janiczek Wealth Management opened a new position in Permian Resources (PR) in Q2 2024: 42,043 shares worth $679K. The stake represents 0.14% of the portfolio and ranks #64 among its holdings. This is a return to the name: Janiczek Wealth Management previously reported a position in PR as recently as Q4 2023.

Janiczek Wealth Management first reported a position in PR in Q4 2023 and has held it in 2 quarters since. 483 funds tracked by Wall St. Rank hold PR as of Q2 2024.

  • Janiczek Wealth Management held 42,043 shares of Permian Resources worth $679K as of Q2 2024.
  • Permian Resources was a new Janiczek Wealth Management position in Q2 2024.
  • Permian Resources made up 0.14% of Janiczek Wealth Management's portfolio in Q2 2024, its #64 holding.
  • Janiczek Wealth Management first reported a position in Permian Resources in Q4 2023 and has held it in 2 quarters since.
  • 483 funds tracked by Wall St. Rank held Permian Resources as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.