Primoris Wealth Advisors’s Diamondback Energy FANG Stock Holding History

Primoris 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
2022 Q2	–	Sell	-8,800	Closed	-$1.21M	–	79
2022 Q1	$1.21M	Sell	8,800 -8,850	-50%	-$1.15M	1.12%	28
2021 Q4	$1.9M	Buy	+17,650	New	+$1.91M	1.53%	26

Other funds holding FANG

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Primoris Wealth Advisors's FANG Position: Q2 2022 in Review

Primoris Wealth Advisors sold out of Diamondback Energy (FANG) in Q2 2022, closing a stake of 8,800 shares — an estimated $1.21M sold.

Primoris Wealth Advisors first reported a position in FANG in Q4 2021 and held it in 2 quarters. The position peaked at $1.9M in Q4 2021. 894 funds tracked by Wall St. Rank hold FANG as of Q2 2022.

Primoris Wealth Advisors reported no remaining Diamondback Energy position as of Q2 2022 after selling out during the quarter.
Primoris Wealth Advisors sold 8,800 Diamondback Energy shares in Q2 2022, an estimated $1.21M.
Primoris Wealth Advisors first reported a position in Diamondback Energy in Q4 2021 and held it in 2 quarters.
Primoris Wealth Advisors's Diamondback Energy position peaked at $1.9M in Q4 2021.
894 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2022.

Based on Primoris Wealth Advisors's 13F filing for Q2 2022, filed 29 Jul 2022.