AWA
REI icon

Arkadios Wealth Advisors’s Ring Energy REI Stock Holding History

Arkadios Wealth Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7K Buy
12,885
+1,333
+12% +$1.69K ﹤0.01% 1671
2025
Q4 		$10.1K Sell
11,552
-8,981
-44% -$8.56K ﹤0.01% 1560
2025
Q3 		$22.4K Sell
20,533
-150
-0.7% -$136 ﹤0.01% 1456
2025
Q2 		$16.4K Sell
20,683
-2,746
-12% -$2.33K ﹤0.01% 1310
2025
Q1 		$26.9K Buy
23,429
+11,579
+98% +$15.1K ﹤0.01% 1107
2024
Q4 		$16.1K Sell
11,850
-2,415
-17% -$3.63K ﹤0.01% 920
2024
Q3 		$22.8K Sell
14,265
-764
-5% -$1.37K ﹤0.01% 900
2024
Q2 		$25.4K Buy
15,029
+764
+5% +$1.41K ﹤0.01% 822
2024
Q1 		$28K Buy
14,265
+76
+0.5% +$113 ﹤0.01% 693
2023
Q4 		$20.7K Buy
14,189
+339
+2% +$558 ﹤0.01% 697
2023
Q3 		$27K Hold
13,850
– – ﹤0.01% 663
2023
Q2 		$23.7K Buy
13,850
+2,000
+17% +$3.67K ﹤0.01% 599
2023
Q1 		$22.5K Buy
+11,850
New +$25.6K ﹤0.01% 597

Other funds holding REI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CF
CDC Financial Chicago, Illinois $121M AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return