Planned Solutions’s Permian Resources PR Stock Holding History

Planned Solutions’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
2021 Q1	–	Sell	-5,000	Closed	-$8K	–	316
2020 Q4	$8K	Buy	+5,000	New	+$5.18K	0.01%	343

Other funds holding PR

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Planned Solutions's PR Position: Q1 2021 in Review

Planned Solutions sold out of Permian Resources (PR) in Q1 2021, closing a stake of 5,000 shares — an estimated $8K sold.

Planned Solutions first reported a position in PR in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 139 funds tracked by Wall St. Rank hold PR as of Q1 2021.

Planned Solutions reported no remaining Permian Resources position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 5,000 Permian Resources shares in Q1 2021, an estimated $8K.
Planned Solutions first reported a position in Permian Resources in Q4 2020 and held it in 1 quarter.
Planned Solutions's Permian Resources position peaked at $8K in Q4 2020.
139 funds tracked by Wall St. Rank held Permian Resources as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.