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Aaron Wealth Advisors’s Evolution Petroleum EPM Stock Holding History

Aaron Wealth Advisors’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,030
Closed -$6.99K – 398
2022
Q1 		$6.99K Buy
+1,030
New +$6.62K ﹤0.01% 829

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WA
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Vanguard Group
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River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

Aaron Wealth Advisors's EPM Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Evolution Petroleum (EPM) in Q2 2022, closing a stake of 1,030 shares — an estimated $6.99K sold.

Aaron Wealth Advisors first reported a position in EPM in Q1 2022 and held it in 1 quarter. The position peaked at $6.99K in Q1 2022. 80 funds tracked by Wall St. Rank hold EPM as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Evolution Petroleum position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,030 Evolution Petroleum shares in Q2 2022, an estimated $6.99K.
  • Aaron Wealth Advisors first reported a position in Evolution Petroleum in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Evolution Petroleum position peaked at $6.99K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.