RKL Wealth Management’s Pioneer Natural Resource Co. PXD Stock Holding History

RKL Wealth Management’s Portfolio PXD Stock Details PXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-7,479	Closed	-$1.72M	–	155
2023 Q3	$1.72M	Sell	7,479 -30	-0.4%	-$6.83K	0.21%	57
2023 Q2	$1.56M	Sell	7,509 -127	-2%	-$26.7K	0.18%	61
2023 Q1	$1.56M	Buy	7,636 +129	+2%	+$27.7K	0.2%	61
2022 Q4	$1.71M	Sell	7,507 -214	-3%	-$52.1K	0.23%	59
2022 Q3	$1.67M	Buy	7,721 +60	+0.8%	+$13.7K	0.24%	57
2022 Q2	$1.71M	Buy	+7,661	New	+$1.94M	0.23%	57

Other funds holding PXD

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

RKL Wealth Management's PXD Position: Q4 2023 in Review

RKL Wealth Management sold out of Pioneer Natural Resource Co. (PXD) in Q4 2023, closing a stake of 7,479 shares — an estimated $1.72M sold.

RKL Wealth Management first reported a position in PXD in Q2 2022 and held it in 6 quarters. The position peaked at $1.72M in Q3 2023. 1,314 funds tracked by Wall St. Rank hold PXD as of Q4 2023.

RKL Wealth Management reported no remaining Pioneer Natural Resource Co. position as of Q4 2023 after selling out during the quarter.
RKL Wealth Management sold 7,479 Pioneer Natural Resource Co. shares in Q4 2023, an estimated $1.72M.
RKL Wealth Management first reported a position in Pioneer Natural Resource Co. in Q2 2022 and held it in 6 quarters.
RKL Wealth Management's Pioneer Natural Resource Co. position peaked at $1.72M in Q3 2023.
1,314 funds tracked by Wall St. Rank held Pioneer Natural Resource Co. as of Q4 2023.

Based on RKL Wealth Management's 13F filing for Q4 2023, filed 25 Jan 2024.