U.S. Capital Wealth Advisors’s Permian Resources PR Stock Holding History

U.S. Capital 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 Q1	–	Sell	-3,055	Closed	-$28.7K	–	1293
2022 Q4	$28.7K	Sell	3,055 -24,995	-89%	-$239K	﹤0.01%	1021
2022 Q3	$191K	Hold	28,050	–	–	0.01%	598
2022 Q2	$168K	Hold	28,050	–	–	0.01%	633
2022 Q1	$226K	Buy	28,050 +1,000	+4%	+$7.89K	0.01%	650
2021 Q4	$162K	Hold	27,050	–	–	0.01%	688
2021 Q3	$181K	Buy	+27,050	New	+$147K	0.01%	690

Other funds holding PR

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

U.S. Capital Wealth Advisors's PR Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Permian Resources (PR) in Q1 2023, closing a stake of 3,055 shares — an estimated $28.7K sold.

U.S. Capital Wealth Advisors first reported a position in PR in Q3 2021 and held it in 6 quarters. The position peaked at $226K in Q1 2022. 276 funds tracked by Wall St. Rank hold PR as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Permian Resources position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 3,055 Permian Resources shares in Q1 2023, an estimated $28.7K.
U.S. Capital Wealth Advisors first reported a position in Permian Resources in Q3 2021 and held it in 6 quarters.
U.S. Capital Wealth Advisors's Permian Resources position peaked at $226K in Q1 2022.
276 funds tracked by Wall St. Rank held Permian Resources as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.