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Wealthspire Advisors (Maryland)’s Diamondback Energy FANG Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-731
Closed -$74K – 965
2019
Q1 		$74K Buy
731
+331
+83% +$33.9K 0.01% 749
2018
Q4 		$37K Buy
400
+231
+137% +$25.8K ﹤0.01% 976
2018
Q3 		$23K Hold
169
– – ﹤0.01% 1250
2018
Q2 		$22K Buy
169
+6
+4% +$744 ﹤0.01% 1277
2018
Q1 		$21K Buy
163
+5
+3% +$630 ﹤0.01% 1278
2017
Q4 		$20K Sell
158
-72
-31% -$7.81K ﹤0.01% 1325
2017
Q3 		$23K Sell
230
-59
-20% -$5.43K ﹤0.01% 1249
2017
Q2 		$26K Buy
289
+118
+69% +$11.5K ﹤0.01% 1165
2017
Q1 		$18K Buy
171
+75
+78% +$7.74K ﹤0.01% 1119
2016
Q4 		$10K Buy
96
+48
+100% +$4.79K ﹤0.01% 1219
2016
Q3 		$5K Hold
48
– – ﹤0.01% 1381
2016
Q2 		$4K Hold
48
– – ﹤0.01% 1377
2016
Q1 		$4K Buy
48
+3
+7% +$212 ﹤0.01% 1385
2015
Q4 		$3K Buy
+45
New +$3.35K ﹤0.01% 1454

Other funds holding FANG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FANG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Diamondback Energy (FANG) in Q2 2019, closing a stake of 731 shares — an estimated $74K sold.

Wealthspire Advisors (Maryland) first reported a position in FANG in Q4 2015 and held it in 14 quarters. The position peaked at $74K in Q1 2019. 608 funds tracked by Wall St. Rank hold FANG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Diamondback Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 731 Diamondback Energy shares in Q2 2019, an estimated $74K.
  • Wealthspire Advisors (Maryland) first reported a position in Diamondback Energy in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Diamondback Energy position peaked at $74K in Q1 2019.
  • 608 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.