AE Wealth Management’s VOC Energy VOC Stock Holding History

AE Wealth Management’s Portfolio VOC Stock Details VOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-57,568	Closed	-$374K	–	1886
2022 Q2	$374K	Buy	+57,568	New	+$425K	﹤0.01%	1337

Other funds holding VOC

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

AE Wealth Management's VOC Position: Q3 2022 in Review

AE Wealth Management sold out of VOC Energy (VOC) in Q3 2022, closing a stake of 57,568 shares — an estimated $374K sold.

AE Wealth Management first reported a position in VOC in Q2 2022 and held it in 1 quarter. The position peaked at $374K in Q2 2022. 24 funds tracked by Wall St. Rank hold VOC as of Q3 2022.

AE Wealth Management reported no remaining VOC Energy position as of Q3 2022 after selling out during the quarter.
AE Wealth Management sold 57,568 VOC Energy shares in Q3 2022, an estimated $374K.
AE Wealth Management first reported a position in VOC Energy in Q2 2022 and held it in 1 quarter.
AE Wealth Management's VOC Energy position peaked at $374K in Q2 2022.
24 funds tracked by Wall St. Rank held VOC Energy as of Q3 2022.

Based on AE Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.