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Lee Financial’s Diamondback Energy FANG Stock Holding History

Lee Financial’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-541
Closed -$83.9K – 393
2023
Q4 		$83.9K Buy
541
+505
+1,403% +$79.1K 0.01% 191
2023
Q3 		$5.58K Hold
36
– – ﹤0.01% 503
2023
Q2 		$4.73K Sell
36
-3
-8% -$402 ﹤0.01% 520
2023
Q1 		$5.27K Sell
39
-165
-81% -$23K ﹤0.01% 521
2022
Q4 		$27.9K Sell
204
-179
-47% -$26.2K ﹤0.01% 300
2022
Q3 		$46K Sell
383
-120
-24% -$15K 0.01% 254
2022
Q2 		$61K Buy
503
+200
+66% +$27.4K 0.01% 228
2022
Q1 		$41K Buy
303
+17
+6% +$2.21K 0.01% 257
2021
Q4 		$31K Sell
286
-5
-2% -$542 0.01% 307
2021
Q3 		$28K Hold
291
– – 0.01% 288
2021
Q2 		$27K Buy
291
+36
+14% +$2.97K 0.01% 285
2021
Q1 		$19K Buy
+255
New +$17.5K ﹤0.01% 313

Other funds holding FANG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Financial's FANG Position: Q1 2024 in Review

Lee Financial sold out of Diamondback Energy (FANG) in Q1 2024, closing a stake of 541 shares — an estimated $83.9K sold.

Lee Financial first reported a position in FANG in Q1 2021 and held it in 12 quarters. The position peaked at $83.9K in Q4 2023. 1,109 funds tracked by Wall St. Rank hold FANG as of Q1 2024.

  • Lee Financial reported no remaining Diamondback Energy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 541 Diamondback Energy shares in Q1 2024, an estimated $83.9K.
  • Lee Financial first reported a position in Diamondback Energy in Q1 2021 and held it in 12 quarters.
  • Lee Financial's Diamondback Energy position peaked at $83.9K in Q4 2023.
  • 1,109 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.