PFGIA
CIVI

Patriot Financial Group Insurance Agency’s Civitas Resources CIVI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3
Closed – – 667
2022
Q2 		$0 Buy
+3
New +$196 ﹤0.01% 2031

Other funds holding CIVI

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BlackRock
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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CIVI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Civitas Resources (CIVI) in Q3 2022, closing a stake of 3 shares.

Patriot Financial Group Insurance Agency first reported a position in CIVI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 276 funds tracked by Wall St. Rank hold CIVI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Civitas Resources position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3 Civitas Resources shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Civitas Resources in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Civitas Resources position peaked at $0 in Q2 2022.
  • 276 funds tracked by Wall St. Rank held Civitas Resources as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.