OIA
PR

Optimum Investment Advisors’s Permian Resources PR Stock Holding History

Optimum Investment 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
2024
Q4 		– Sell
-433
Closed -$5.89K – 636
2024
Q3 		$5.89K Sell
433
-3,081
-88% -$45.3K ﹤0.01% 563
2024
Q2 		$56.8K Sell
3,514
-144
-4% -$2.39K 0.03% 344
2024
Q1 		$64.6K Hold
3,658
– – 0.03% 329
2023
Q4 		$49.7K Buy
+3,658
New +$50.1K 0.03% 353

Other funds holding PR

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
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Optimum Investment Advisors's PR Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Permian Resources (PR) in Q4 2024, closing a stake of 433 shares — an estimated $5.89K sold.

Optimum Investment Advisors first reported a position in PR in Q4 2023 and held it in 4 quarters. The position peaked at $64.6K in Q1 2024. 536 funds tracked by Wall St. Rank hold PR as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Permian Resources position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 433 Permian Resources shares in Q4 2024, an estimated $5.89K.
  • Optimum Investment Advisors first reported a position in Permian Resources in Q4 2023 and held it in 4 quarters.
  • Optimum Investment Advisors's Permian Resources position peaked at $64.6K in Q1 2024.
  • 536 funds tracked by Wall St. Rank held Permian Resources as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.