SWS
PR

SYSTM Wealth Solutions’s Permian Resources PR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-8,280
Closed -$146K – 893
2024
Q1 		$146K Buy
8,280
+263
+3% +$3.86K 0.02% 431
2023
Q4 		$109K Buy
+8,017
New +$110K 0.02% 449
2023
Q3 		– Sell
-10,856
Closed -$119K – 485
2023
Q2 		$119K Buy
+10,856
New +$111K 0.02% 479
2023
Q1 		– Sell
-10,916
Closed -$103K – 513
2022
Q4 		$103K Buy
+10,916
New +$105K 0.01% 519

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
GFWEX
G.F.W. Energy XI Dallas, Texas $282M AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

SYSTM Wealth Solutions's PR Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Permian Resources (PR) in Q2 2024, closing a stake of 8,280 shares — an estimated $146K sold.

SYSTM Wealth Solutions first reported a position in PR in Q4 2022 and held it in 4 quarters. The position peaked at $146K in Q1 2024. 483 funds tracked by Wall St. Rank hold PR as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Permian Resources position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 8,280 Permian Resources shares in Q2 2024, an estimated $146K.
  • SYSTM Wealth Solutions first reported a position in Permian Resources in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Permian Resources position peaked at $146K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Permian Resources as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.