WR Wealth Planners’s SandRidge Energy SD Stock Holding History

WR Wealth Planners’s Portfolio SD Stock Details SD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-656	Closed	-$10.3K	–	555
2022 Q2	$10.3K	Hold	656	–	–	0.01%	282
2022 Q1	$10.5K	Buy	+656	New	+$8.47K	0.01%	292

Other funds holding SD

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SAM

Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WR Wealth Planners's SD Position: Q3 2022 in Review

WR Wealth Planners sold out of SandRidge Energy (SD) in Q3 2022, closing a stake of 656 shares — an estimated $10.3K sold.

WR Wealth Planners first reported a position in SD in Q1 2022 and held it in 2 quarters. The position peaked at $10.5K in Q1 2022. 142 funds tracked by Wall St. Rank hold SD as of Q3 2022.

WR Wealth Planners reported no remaining SandRidge Energy position as of Q3 2022 after selling out during the quarter.
WR Wealth Planners sold 656 SandRidge Energy shares in Q3 2022, an estimated $10.3K.
WR Wealth Planners first reported a position in SandRidge Energy in Q1 2022 and held it in 2 quarters.
WR Wealth Planners's SandRidge Energy position peaked at $10.5K in Q1 2022.
142 funds tracked by Wall St. Rank held SandRidge Energy as of Q3 2022.

Based on WR Wealth Planners's 13F filing for Q3 2022, filed 10 Oct 2024.