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Montz Harcus Wealth Management’s Diamondback Energy FANG Stock Holding History

Montz Harcus 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
Q4 		– Sell
-1,183
Closed -$204K – 76
2024
Q3 		$204K Buy
1,183
+127
+12% +$24.4K 0.12% 74
2024
Q2 		$211K Buy
1,056
+11
+1% +$2.18K 0.14% 63
2024
Q1 		$207K Buy
+1,045
New +$177K 0.14% 67

Other funds holding FANG

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Montz Harcus Wealth Management's FANG Position: Q4 2024 in Review

Montz Harcus Wealth Management sold out of Diamondback Energy (FANG) in Q4 2024, closing a stake of 1,183 shares — an estimated $204K sold.

Montz Harcus Wealth Management first reported a position in FANG in Q1 2024 and held it in 3 quarters. The position peaked at $211K in Q2 2024. 1,155 funds tracked by Wall St. Rank hold FANG as of Q4 2024.

  • Montz Harcus Wealth Management reported no remaining Diamondback Energy position as of Q4 2024 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 1,183 Diamondback Energy shares in Q4 2024, an estimated $204K.
  • Montz Harcus Wealth Management first reported a position in Diamondback Energy in Q1 2024 and held it in 3 quarters.
  • Montz Harcus Wealth Management's Diamondback Energy position peaked at $211K in Q2 2024.
  • 1,155 funds tracked by Wall St. Rank held Diamondback Energy as of Q4 2024.

Based on Montz Harcus Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.