SSWM
PR

Sheets Smith Wealth Management’s Permian Resources PR Stock Holding History

Sheets Smith Wealth Management’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
2018
Q4 		– Sell
-26,545
Closed -$580K – 312
2018
Q3 		$580K Buy
+26,545
New +$499K 0.12% 195

Other funds holding PR

RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return

Sheets Smith Wealth Management's PR Position: Q4 2018 in Review

Sheets Smith Wealth Management sold out of Permian Resources (PR) in Q4 2018, closing a stake of 26,545 shares — an estimated $580K sold.

Sheets Smith Wealth Management first reported a position in PR in Q3 2018 and held it in 1 quarter. The position peaked at $580K in Q3 2018. 213 funds tracked by Wall St. Rank hold PR as of Q4 2018.

  • Sheets Smith Wealth Management reported no remaining Permian Resources position as of Q4 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 26,545 Permian Resources shares in Q4 2018, an estimated $580K.
  • Sheets Smith Wealth Management first reported a position in Permian Resources in Q3 2018 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Permian Resources position peaked at $580K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Permian Resources as of Q4 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.