180 Wealth Advisors’s Transocean RIG Stock Holding History

180 Wealth Advisors’s Portfolio RIG Stock Details RIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Sell	238,486 -48,775	-17%	-$305K	0.12%	183
2026 Q1	$1.9M	Sell	287,261 -34,210	-11%	-$193K	0.22%	115
2025 Q4	$1.33M	Buy	321,471 +9,970	+3%	+$38.7K	0.15%	141
2025 Q3	$972K	Buy	311,501 +34,650	+13%	+$105K	0.12%	166
2025 Q2	$717K	Buy	276,851 +113,320	+69%	+$292K	0.1%	192
2025 Q1	$518K	Buy	163,531 +46,795	+40%	+$164K	0.08%	225
2024 Q4	$438K	Buy	116,736 +28,715	+33%	+$119K	0.07%	244
2024 Q3	$374K	Buy	88,021 +18,240	+26%	+$89.9K	0.06%	289
2024 Q2	$361K	Buy	69,781 +20,570	+42%	+$119K	0.06%	279
2024 Q1	$309K	Buy	49,211 +17,715	+56%	+$96.7K	0.06%	288
2023 Q4	$197K	Buy	31,496 +2,170	+7%	+$14.5K	0.04%	356
2023 Q3	$241K	Buy	29,326 +2,965	+11%	+$24.2K	0.05%	296
2023 Q2	$184K	Buy	26,361 +9,375	+55%	+$58K	0.04%	339
2023 Q1	$108K	Buy	+16,986	New	+$109K	0.03%	352

Other funds holding RIG

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return