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Prevail Innovative Wealth Advisors’s Diamondback Energy FANG Stock Holding History

Prevail Innovative Wealth Advisors’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
2023
Q4 		– Sell
-16,257
Closed -$2.52M – 144
2023
Q3 		$2.52M Buy
16,257
+5,288
+48% +$780K 1.31% 23
2023
Q2 		$1.44M Buy
+10,969
New +$1.47M 0.79% 45

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prevail Innovative Wealth Advisors's FANG Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of Diamondback Energy (FANG) in Q4 2023, closing a stake of 16,257 shares — an estimated $2.52M sold.

Prevail Innovative Wealth Advisors first reported a position in FANG in Q2 2023 and held it in 2 quarters. The position peaked at $2.52M in Q3 2023. 1,027 funds tracked by Wall St. Rank hold FANG as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Diamondback Energy position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 16,257 Diamondback Energy shares in Q4 2023, an estimated $2.52M.
  • Prevail Innovative Wealth Advisors first reported a position in Diamondback Energy in Q2 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Diamondback Energy position peaked at $2.52M in Q3 2023.
  • 1,027 funds tracked by Wall St. Rank held Diamondback Energy as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.