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National Wealth Management Group’s Diamondback Energy FANG Stock Holding History

National Wealth Management Group’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
Q3 		– Sell
-2,358
Closed -$472K – 152
2024
Q2 		$472K Sell
2,358
-232
-9% -$46.1K 0.36% 66
2024
Q1 		$513K Buy
+2,590
New +$440K 0.4% 64
2023
Q1 		– Sell
-2,595
Closed -$355K – 143
2022
Q4 		$355K Buy
+2,595
New +$379K 0.43% 81

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

National Wealth Management Group's FANG Position: Q3 2024 in Review

National Wealth Management Group sold out of Diamondback Energy (FANG) in Q3 2024, closing a stake of 2,358 shares — an estimated $472K sold.

National Wealth Management Group first reported a position in FANG in Q4 2022 and held it in 3 quarters. The position peaked at $513K in Q1 2024. 1,181 funds tracked by Wall St. Rank hold FANG as of Q3 2024.

  • National Wealth Management Group reported no remaining Diamondback Energy position as of Q3 2024 after selling out during the quarter.
  • National Wealth Management Group sold 2,358 Diamondback Energy shares in Q3 2024, an estimated $472K.
  • National Wealth Management Group first reported a position in Diamondback Energy in Q4 2022 and held it in 3 quarters.
  • National Wealth Management Group's Diamondback Energy position peaked at $513K in Q1 2024.
  • 1,181 funds tracked by Wall St. Rank held Diamondback Energy as of Q3 2024.

Based on National Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.