Waverly Advisors’s Pioneer Natural Resource Co. PXD Stock Holding History

Waverly Advisors’s Portfolio PXD Stock Details PXD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,923	Closed	-$2.08M	–	829
2024 Q1	$2.08M	Buy	+7,923	New	+$1.86M	0.05%	252
2014 Q4	–	Sell	-756	Closed	-$149K	–	696
2014 Q3	$149K	Hold	756	–	–	0.08%	104
2014 Q2	$174K	Buy	756 +6	+0.8%	+$1.24K	0.07%	105
2014 Q1	$140K	Hold	750	–	–	0.06%	119
2013 Q4	$138K	Buy	+750	New	+$144K	0.05%	185

Other funds holding PXD

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

DekaBank Deutsche Girozentrale

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return