PIA
WPX

Perennial Investment Advisors’s WPX Energy, Inc. WPX Stock Holding History

Perennial Investment Advisors’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-13,459
Closed -$67K – 186
2020
Q3 		$67K Buy
13,459
+2,200
+20% +$12.2K 0.03% 148
2020
Q2 		$72K Buy
+11,259
New +$63.5K 0.05% 126

Other funds holding WPX

EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perennial Investment Advisors's WPX Position: Q4 2020 in Review

Perennial Investment Advisors sold out of WPX Energy, Inc. (WPX) in Q4 2020, closing a stake of 13,459 shares — an estimated $67K sold.

Perennial Investment Advisors first reported a position in WPX in Q2 2020 and held it in 2 quarters. The position peaked at $72K in Q2 2020. 349 funds tracked by Wall St. Rank hold WPX as of Q4 2020.

  • Perennial Investment Advisors reported no remaining WPX Energy, Inc. position as of Q4 2020 after selling out during the quarter.
  • Perennial Investment Advisors sold 13,459 WPX Energy, Inc. shares in Q4 2020, an estimated $67K.
  • Perennial Investment Advisors first reported a position in WPX Energy, Inc. in Q2 2020 and held it in 2 quarters.
  • Perennial Investment Advisors's WPX Energy, Inc. position peaked at $72K in Q2 2020.
  • 349 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2020.

Based on Perennial Investment Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.