WAM
PR

Wealthspire Advisors (Maryland)’s Permian Resources PR Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-408
Closed -$4K – 1616
2019
Q1 		$4K Buy
408
+63
+18% +$716 ﹤0.01% 1919
2018
Q4 		$4K Buy
345
+314
+1,013% +$5.39K ﹤0.01% 1849
2018
Q3 		$1K Buy
31
+9
+41% +$169 ﹤0.01% 2315
2018
Q2 		$0 Hold
22
– – ﹤0.01% 2546
2018
Q1 		$0 Sell
22
-7
-24% -$135 ﹤0.01% 2610
2017
Q4 		$1K Buy
+29
New +$563 ﹤0.01% 2323

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GFWEX
G.F.W. Energy X Dallas, Texas $15.3M AUM 35.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Permian Resources (PR) in Q2 2019, closing a stake of 408 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in PR in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 182 funds tracked by Wall St. Rank hold PR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Permian Resources position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 408 Permian Resources shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Permian Resources in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Permian Resources position peaked at $4K in Q1 2019.
  • 182 funds tracked by Wall St. Rank held Permian Resources as of Q2 2019.

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