WFA
PR

Wipfli Financial Advisors’s Permian Resources PR Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$7K Buy
+1,084
New +$7.49K ﹤0.01% 1975

Other funds holding PR

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Wipfli Financial Advisors's PR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Permian Resources (PR) in Q3 2022: 1,084 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1975 among its holdings.

225 funds tracked by Wall St. Rank hold PR as of Q3 2022.

  • Wipfli Financial Advisors held 1,084 shares of Permian Resources worth $7K as of Q3 2022.
  • Permian Resources was a new Wipfli Financial Advisors position in Q3 2022.
  • Permian Resources made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1975 holding.
  • 225 funds tracked by Wall St. Rank held Permian Resources as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.