LSWM
WLL

Lorne Steinberg Wealth Management’s Whiting Petroleum Corporation WLL Stock Holding History

Lorne Steinberg Wealth Management’s Portfolio WLL Stock Details WLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-23,697
Closed -$1.38M – 68
2021
Q3 		$1.38M Sell
23,697
-23,000
-49% -$1.14M 0.67% 44
2021
Q2 		$2.55M Hold
46,697
– – 1.25% 39
2021
Q1 		$1.66M Buy
+46,697
New +$1.39M 0.88% 42

Other funds holding WLL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Lorne Steinberg Wealth Management's WLL Position: Q4 2021 in Review

Lorne Steinberg Wealth Management sold out of Whiting Petroleum Corporation (WLL) in Q4 2021, closing a stake of 23,697 shares — an estimated $1.38M sold.

Lorne Steinberg Wealth Management first reported a position in WLL in Q1 2021 and held it in 3 quarters. The position peaked at $2.55M in Q2 2021. 205 funds tracked by Wall St. Rank hold WLL as of Q4 2021.

  • Lorne Steinberg Wealth Management reported no remaining Whiting Petroleum Corporation position as of Q4 2021 after selling out during the quarter.
  • Lorne Steinberg Wealth Management sold 23,697 Whiting Petroleum Corporation shares in Q4 2021, an estimated $1.38M.
  • Lorne Steinberg Wealth Management first reported a position in Whiting Petroleum Corporation in Q1 2021 and held it in 3 quarters.
  • Lorne Steinberg Wealth Management's Whiting Petroleum Corporation position peaked at $2.55M in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Whiting Petroleum Corporation as of Q4 2021.

Based on Lorne Steinberg Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.