SWA
WLL

Sutton Wealth Advisors’s Whiting Petroleum Corporation WLL Stock Holding History

Sutton Wealth Advisors’s Portfolio WLL Stock Details WLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-41
Closed -$24.7K – 1213
2019
Q3 		$24.7K Buy
41
+15
+58% +$12.7K 0.01% 508
2019
Q2 		$36.4K Buy
26
+11
+73% +$18.9K 0.02% 389
2019
Q1 		$29.9K Buy
+15
New +$30.2K 0.02% 442
2017
Q3 		– Hold
0
– -$171 – 1119
2017
Q2 		– Sell
-3
Closed -$6.85K – 1076
2017
Q1 		$9.61K Buy
+3
New +$9.71K 0.01% 722
2016
Q4 		– Hold
0
– – – 1034
2016
Q3 		– Hold
0
– – – 1037
2016
Q2 		– Hold
0
– – – 1007
2016
Q1 		– Hold
0
– – – 1000

Other funds holding WLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Whiting Petroleum Corporation (WLL) in Q4 2019, closing a stake of 41 shares — an estimated $24.7K sold.

Sutton Wealth Advisors first reported a position in WLL in Q1 2017 and held it in 4 quarters. The position peaked at $36.4K in Q2 2019. 199 funds tracked by Wall St. Rank hold WLL as of Q4 2019.

  • Sutton Wealth Advisors reported no remaining Whiting Petroleum Corporation position as of Q4 2019 after selling out during the quarter.
  • Sutton Wealth Advisors sold 41 Whiting Petroleum Corporation shares in Q4 2019, an estimated $24.7K.
  • Sutton Wealth Advisors first reported a position in Whiting Petroleum Corporation in Q1 2017 and held it in 4 quarters.
  • Sutton Wealth Advisors's Whiting Petroleum Corporation position peaked at $36.4K in Q2 2019.
  • 199 funds tracked by Wall St. Rank held Whiting Petroleum Corporation as of Q4 2019.

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