WP
WPX

WealthPLAN Partners’s WPX Energy, Inc. WPX Stock Holding History

WealthPLAN Partners’s Portfolio WPX Stock Details WPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-30,859
Closed -$177K – 354
2020
Q3 		$177K Buy
30,859
+4,960
+19% +$27.4K 0.02% 295
2020
Q2 		$165K Buy
25,899
+9,450
+57% +$53.3K 0.02% 291
2020
Q1 		$87K Buy
+16,449
New +$155K 0.01% 245

Other funds holding WPX

EECFX
EnCap Energy Capital Fund X Houston, Texas $216M AUM 11.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's WPX Position: Q4 2020 in Review

WealthPLAN Partners sold out of WPX Energy, Inc. (WPX) in Q4 2020, closing a stake of 30,859 shares — an estimated $177K sold.

WealthPLAN Partners first reported a position in WPX in Q1 2020 and held it in 3 quarters. The position peaked at $177K in Q3 2020. 349 funds tracked by Wall St. Rank hold WPX as of Q4 2020.

  • WealthPLAN Partners reported no remaining WPX Energy, Inc. position as of Q4 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 30,859 WPX Energy, Inc. shares in Q4 2020, an estimated $177K.
  • WealthPLAN Partners first reported a position in WPX Energy, Inc. in Q1 2020 and held it in 3 quarters.
  • WealthPLAN Partners's WPX Energy, Inc. position peaked at $177K in Q3 2020.
  • 349 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q4 2020.

Based on WealthPLAN Partners's 13F filing for Q4 2020, filed 9 Feb 2021.