Meridian Wealth Management’s Permian Resources PR Stock Holding History

Meridian Wealth Management’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
2022 Q3	–	Sell	-19,042	Closed	-$114K	–	553
2022 Q2	$114K	Sell	19,042 -22,526	-54%	-$180K	0.01%	536
2022 Q1	$335K	Sell	41,568 -5,000	-11%	-$39.5K	0.04%	294
2021 Q4	$278K	Sell	46,568 -10,300	-18%	-$70.2K	0.03%	330
2021 Q3	$381K	Buy	56,868 +22,868	+67%	+$125K	0.05%	265
2021 Q2	$231K	Sell	34,000 -50,972	-60%	-$263K	0.03%	351
2021 Q1	$357K	Buy	84,972 +74,972	+750%	+$263K	0.05%	258
2020 Q4	$15K	Buy	+10,000	New	+$10.4K	﹤0.01%	336

Other funds holding PR

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Meridian Wealth Management's PR Position: Q3 2022 in Review

Meridian Wealth Management sold out of Permian Resources (PR) in Q3 2022, closing a stake of 19,042 shares — an estimated $114K sold.

Meridian Wealth Management first reported a position in PR in Q4 2020 and held it in 7 quarters. The position peaked at $381K in Q3 2021. 225 funds tracked by Wall St. Rank hold PR as of Q3 2022.

Meridian Wealth Management reported no remaining Permian Resources position as of Q3 2022 after selling out during the quarter.
Meridian Wealth Management sold 19,042 Permian Resources shares in Q3 2022, an estimated $114K.
Meridian Wealth Management first reported a position in Permian Resources in Q4 2020 and held it in 7 quarters.
Meridian Wealth Management's Permian Resources position peaked at $381K in Q3 2021.
225 funds tracked by Wall St. Rank held Permian Resources as of Q3 2022.

Based on Meridian Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.