SWA
PR

Sutton Wealth Advisors’s Permian Resources PR Stock Holding History

Sutton Wealth 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
2019
Q4 		– Sell
-169
Closed -$763 – 1190
2019
Q3 		$763 Buy
+169
New +$907 ﹤0.01% 1130
2018
Q1 		– Sell
-444
Closed -$8.79K – 1143
2017
Q4 		$8.79K Buy
+444
New +$8.62K 0.01% 814

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Sutton Wealth Advisors's PR Position: Q4 2019 in Review

Sutton Wealth Advisors sold out of Permian Resources (PR) in Q4 2019, closing a stake of 169 shares — an estimated $763 sold.

Sutton Wealth Advisors first reported a position in PR in Q4 2017 and held it in 2 quarters. The position peaked at $8.79K in Q4 2017. 185 funds tracked by Wall St. Rank hold PR as of Q4 2019.

  • Sutton Wealth Advisors reported no remaining Permian Resources position as of Q4 2019 after selling out during the quarter.
  • Sutton Wealth Advisors sold 169 Permian Resources shares in Q4 2019, an estimated $763.
  • Sutton Wealth Advisors first reported a position in Permian Resources in Q4 2017 and held it in 2 quarters.
  • Sutton Wealth Advisors's Permian Resources position peaked at $8.79K in Q4 2017.
  • 185 funds tracked by Wall St. Rank held Permian Resources as of Q4 2019.

Based on Sutton Wealth Advisors's 13F filing for Q4 2019, filed 7 Nov 2023.