LWCFA
PR

Loring Wolcott & Coolidge Fiduciary Advisors’s Permian Resources PR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2020
Q4 		– Sell
-752
Closed – – 793
2020
Q3 		$0 Hold
752
– – ﹤0.01% 604
2020
Q2 		$0 Hold
752
– – ﹤0.01% 635
2020
Q1 		$0 Hold
752
– – ﹤0.01% 696
2019
Q4 		$3K Hold
752
– – ﹤0.01% 630
2019
Q3 		$3K Hold
752
– – ﹤0.01% 626
2019
Q2 		$6K Hold
752
– – ﹤0.01% 594
2019
Q1 		$7K Hold
752
– – ﹤0.01% 576
2018
Q4 		$8K Buy
+752
New +$12.9K ﹤0.01% 582
2017
Q4 		– Sell
-1,152
Closed -$21K – 845
2017
Q3 		$21K Sell
1,152
-6,749
-85% -$113K ﹤0.01% 501
2017
Q2 		$133K Hold
7,901
– – ﹤0.01% 317
2017
Q1 		$144K Buy
+7,901
New +$145K ﹤0.01% 309

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PR Position: Q4 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Permian Resources (PR) in Q4 2020, closing a stake of 752 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PR in Q1 2017 and held it in 11 quarters. The position peaked at $144K in Q1 2017. 97 funds tracked by Wall St. Rank hold PR as of Q4 2020.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Permian Resources position as of Q4 2020 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 752 Permian Resources shares in Q4 2020.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Permian Resources in Q1 2017 and held it in 11 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Permian Resources position peaked at $144K in Q1 2017.
  • 97 funds tracked by Wall St. Rank held Permian Resources as of Q4 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.