TWA
PR

TCI Wealth Advisors’s Permian Resources PR Stock Holding History

TCI 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
2023
Q2 		– Sell
-155
Closed -$1.63K – 1696
2023
Q1 		$1.63K Hold
155
– – ﹤0.01% 2011
2022
Q4 		$1.46K Hold
155
– – ﹤0.01% 2040
2022
Q3 		$1K Buy
+155
New +$1.07K ﹤0.01% 2138
2019
Q3 		– Sell
-158
Closed -$1K – 1601
2019
Q2 		$1K Buy
+158
New +$1.41K ﹤0.01% 1276
2019
Q1 		– Sell
-32
Closed – – 1507
2018
Q4 		$0 Buy
+32
New +$549 ﹤0.01% 1600

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

TCI Wealth Advisors's PR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Permian Resources (PR) in Q2 2023, closing a stake of 155 shares — an estimated $1.63K sold.

TCI Wealth Advisors first reported a position in PR in Q4 2018 and held it in 5 quarters. The position peaked at $1.63K in Q1 2023. 264 funds tracked by Wall St. Rank hold PR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Permian Resources position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 155 Permian Resources shares in Q2 2023, an estimated $1.63K.
  • TCI Wealth Advisors first reported a position in Permian Resources in Q4 2018 and held it in 5 quarters.
  • TCI Wealth Advisors's Permian Resources position peaked at $1.63K in Q1 2023.
  • 264 funds tracked by Wall St. Rank held Permian Resources as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.