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Long Island Wealth Management’s Diamondback Energy FANG Stock Holding History

Long Island Wealth Management’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
-66
Closed -$10K – 183
2023
Q4 		$10K Buy
+66
New +$10.3K 0.01% 210

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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

Long Island Wealth Management's FANG Position: Q1 2024 in Review

Long Island Wealth Management sold out of Diamondback Energy (FANG) in Q1 2024, closing a stake of 66 shares — an estimated $10K sold.

Long Island Wealth Management first reported a position in FANG in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 1,109 funds tracked by Wall St. Rank hold FANG as of Q1 2024.

  • Long Island Wealth Management reported no remaining Diamondback Energy position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 66 Diamondback Energy shares in Q1 2024, an estimated $10K.
  • Long Island Wealth Management first reported a position in Diamondback Energy in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Diamondback Energy position peaked at $10K in Q4 2023.
  • 1,109 funds tracked by Wall St. Rank held Diamondback Energy as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.