RIA
PR

Realta Investment Advisors’s Permian Resources PR Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-18,309
Closed -$296K – 658
2024
Q2 		$296K Buy
18,309
+2,879
+19% +$47.7K 0.06% 314
2024
Q1 		$272K Sell
15,430
-1,033
-6% -$15.2K 0.06% 333
2023
Q4 		$224K Buy
+16,463
New +$225K 0.05% 384
2020
Q1 		– Sell
-500
Closed -$2K – 1109
2019
Q4 		$2K Hold
500
– – ﹤0.01% 1490
2019
Q3 		$2K Hold
500
– – ﹤0.01% 1511
2019
Q2 		$4K Buy
+500
New +$4.45K ﹤0.01% 1442

Other funds holding PR

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
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Realta Investment Advisors's PR Position: Q3 2024 in Review

Realta Investment Advisors sold out of Permian Resources (PR) in Q3 2024, closing a stake of 18,309 shares — an estimated $296K sold.

Realta Investment Advisors first reported a position in PR in Q2 2019 and held it in 6 quarters. The position peaked at $296K in Q2 2024. 505 funds tracked by Wall St. Rank hold PR as of Q3 2024.

  • Realta Investment Advisors reported no remaining Permian Resources position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 18,309 Permian Resources shares in Q3 2024, an estimated $296K.
  • Realta Investment Advisors first reported a position in Permian Resources in Q2 2019 and held it in 6 quarters.
  • Realta Investment Advisors's Permian Resources position peaked at $296K in Q2 2024.
  • 505 funds tracked by Wall St. Rank held Permian Resources as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.