Aaron Wealth Advisors’s W&T Offshore WTI Stock Holding History

Aaron Wealth Advisors’s Portfolio WTI Stock Details WTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,980	Closed	-$11.4K	–	853
2022 Q1	$11.4K	Buy	+2,980	New	+$13.1K	﹤0.01%	762

Other funds holding WTI

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

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

Aaron Wealth Advisors sold out of W&T Offshore (WTI) in Q2 2022, closing a stake of 2,980 shares — an estimated $11.4K sold.

Aaron Wealth Advisors first reported a position in WTI in Q1 2022 and held it in 1 quarter. The position peaked at $11.4K in Q1 2022. 152 funds tracked by Wall St. Rank hold WTI as of Q2 2022.

Aaron Wealth Advisors reported no remaining W&T Offshore position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 2,980 W&T Offshore shares in Q2 2022, an estimated $11.4K.
Aaron Wealth Advisors first reported a position in W&T Offshore in Q1 2022 and held it in 1 quarter.
Aaron Wealth Advisors's W&T Offshore position peaked at $11.4K in Q1 2022.
152 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2022.

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