WAM
WPX

Wealthspire Advisors (Maryland)’s WPX Energy, Inc. WPX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,918
Closed -$51K – 2374
2019
Q1 		$51K Sell
3,918
-3,452
-47% -$43.3K ﹤0.01% 888
2018
Q4 		$84K Sell
7,370
-2,161
-23% -$32.8K 0.01% 665
2018
Q3 		$192K Sell
9,531
-1,471
-13% -$27.3K 0.02% 470
2018
Q2 		$198K Sell
11,002
-1,553
-12% -$26.6K 0.02% 469
2018
Q1 		$186K Sell
12,555
-1,475
-11% -$21.3K 0.02% 500
2017
Q4 		$197K Sell
14,030
-663
-5% -$8.02K 0.02% 497
2017
Q3 		$169K Buy
14,693
+3,383
+30% +$34.6K 0.02% 537
2017
Q2 		$109K Sell
11,310
-580
-5% -$6.61K 0.01% 667
2017
Q1 		$159K Buy
11,890
+2,915
+32% +$38.9K 0.02% 466
2016
Q4 		$131K Buy
8,975
+1,741
+24% +$23K 0.02% 491
2016
Q3 		$95K Buy
7,234
+7,082
+4,659% +$78.7K 0.01% 584
2016
Q2 		$1K Hold
152
– – ﹤0.01% 1651
2016
Q1 		$1K Sell
152
-14
-8% -$71 ﹤0.01% 1700
2015
Q4 		$1K Buy
+166
New +$1.23K ﹤0.01% 1682

Other funds holding WPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of WPX Energy, Inc. (WPX) in Q2 2019, closing a stake of 3,918 shares — an estimated $51K sold.

Wealthspire Advisors (Maryland) first reported a position in WPX in Q4 2015 and held it in 14 quarters. The position peaked at $198K in Q2 2018. 416 funds tracked by Wall St. Rank hold WPX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WPX Energy, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,918 WPX Energy, Inc. shares in Q2 2019, an estimated $51K.
  • Wealthspire Advisors (Maryland) first reported a position in WPX Energy, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s WPX Energy, Inc. position peaked at $198K in Q2 2018.
  • 416 funds tracked by Wall St. Rank held WPX Energy, Inc. as of Q2 2019.

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