Arax Advisory Partners’s Empire Petroleum EP Stock Holding History

Arax Advisory Partners’s Portfolio EP Stock Details EP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20,341	Closed	-$252K	–	1285
2023 Q1	$252K	Buy	+20,341	New	+$258K	0.03%	206

Other funds holding EP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Arax Advisory Partners's EP Position: Q2 2023 in Review

Arax Advisory Partners sold out of Empire Petroleum (EP) in Q2 2023, closing a stake of 20,341 shares — an estimated $252K sold.

Arax Advisory Partners first reported a position in EP in Q1 2023 and held it in 1 quarter. The position peaked at $252K in Q1 2023. 33 funds tracked by Wall St. Rank hold EP as of Q2 2023.

Arax Advisory Partners reported no remaining Empire Petroleum position as of Q2 2023 after selling out during the quarter.
Arax Advisory Partners sold 20,341 Empire Petroleum shares in Q2 2023, an estimated $252K.
Arax Advisory Partners first reported a position in Empire Petroleum in Q1 2023 and held it in 1 quarter.
Arax Advisory Partners's Empire Petroleum position peaked at $252K in Q1 2023.
33 funds tracked by Wall St. Rank held Empire Petroleum as of Q2 2023.

Based on Arax Advisory Partners's 13F filing for Q2 2023, filed 14 Aug 2023.