TWP
PR

TFO Wealth Partners’s Permian Resources PR Stock Holding History

TFO Wealth Partners’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
-7
Closed -$124 – 590
2024
Q1 		$124 Hold
7
– – ﹤0.01% 597
2023
Q4 		$95 Hold
7
– – ﹤0.01% 802
2023
Q3 		$77 Hold
7
– – ﹤0.01% 1005
2023
Q2 		$77 Hold
7
– – ﹤0.01% 709
2023
Q1 		$74 Sell
7
-18
-72% -$184 ﹤0.01% 702
2022
Q4 		$1.46K Buy
+25
New +$239 ﹤0.01% 297

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

TFO Wealth Partners's PR Position: Q2 2024 in Review

TFO Wealth Partners sold out of Permian Resources (PR) in Q2 2024, closing a stake of 7 shares — an estimated $124 sold.

TFO Wealth Partners first reported a position in PR in Q4 2022 and held it in 6 quarters. The position peaked at $1.46K in Q4 2022. 483 funds tracked by Wall St. Rank hold PR as of Q2 2024.

  • TFO Wealth Partners reported no remaining Permian Resources position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Permian Resources shares in Q2 2024, an estimated $124.
  • TFO Wealth Partners first reported a position in Permian Resources in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Permian Resources position peaked at $1.46K in Q4 2022.
  • 483 funds tracked by Wall St. Rank held Permian Resources as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.