LFA
WPX

Legacy Financial Advisors’s WPX Energy, Inc. WPX Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-140
Closed -$2K – 1013
2019
Q1 		$2K Sell
140
-609
-81% -$7.64K ﹤0.01% 930
2018
Q4 		$9K Buy
749
+44
+6% +$667 ﹤0.01% 607
2018
Q3 		$14K Hold
705
– – 0.01% 447
2018
Q2 		$13K Sell
705
-330
-32% -$5.65K ﹤0.01% 465
2018
Q1 		$14K Buy
1,035
+14
+1% +$202 0.01% 417
2017
Q4 		$14K Buy
+1,021
New +$12.4K 0.01% 426

Other funds holding WPX

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Legacy Financial Advisors's WPX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of WPX Energy, Inc. (WPX) in Q2 2019, closing a stake of 140 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in WPX in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q3 2018. 416 funds tracked by Wall St. Rank hold WPX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining WPX Energy, Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 140 WPX Energy, Inc. shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in WPX Energy, Inc. in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's WPX Energy, Inc. position peaked at $14K in Q3 2018.
  • 416 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.