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Simon Quick Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Simon Quick Advisors’s Portfolio XOP Stock Details XOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-667
Closed -$64K – 425
2021
Q3 		$64K Buy
667
+2
+0.3% +$170 0.02% 223
2021
Q2 		$64K Buy
+665
New +$58.1K 0.02% 207

Other funds holding XOP

Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Simon Quick Advisors's XOP Position: Q4 2021 in Review

Simon Quick Advisors sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q4 2021, closing a stake of 667 shares — an estimated $64K sold.

Simon Quick Advisors first reported a position in XOP in Q2 2021 and held it in 2 quarters. The position peaked at $64K in Q3 2021. 315 funds tracked by Wall St. Rank hold XOP as of Q4 2021.

  • Simon Quick Advisors reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q4 2021 after selling out during the quarter.
  • Simon Quick Advisors sold 667 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q4 2021, an estimated $64K.
  • Simon Quick Advisors first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q2 2021 and held it in 2 quarters.
  • Simon Quick Advisors's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $64K in Q3 2021.
  • 315 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2021.

Based on Simon Quick Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.