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WealthPLAN Partners’s Diamondback Energy FANG Stock Holding History

WealthPLAN Partners’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-18
Closed -$2.36K – 563
2023
Q2 		$2.36K Hold
18
– – ﹤0.01% 1053
2023
Q1 		$2.43K Buy
+18
New +$2.51K ﹤0.01% 1106

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Wellington Management Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's FANG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Diamondback Energy (FANG) in Q3 2023, closing a stake of 18 shares — an estimated $2.36K sold.

WealthPLAN Partners first reported a position in FANG in Q1 2023 and held it in 2 quarters. The position peaked at $2.43K in Q1 2023. 937 funds tracked by Wall St. Rank hold FANG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Diamondback Energy position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 18 Diamondback Energy shares in Q3 2023, an estimated $2.36K.
  • WealthPLAN Partners first reported a position in Diamondback Energy in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Diamondback Energy position peaked at $2.43K in Q1 2023.
  • 937 funds tracked by Wall St. Rank held Diamondback Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.