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

Arkadios 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
2021
Q2 		– Sell
-1,000
Closed -$3K – 2046
2021
Q1 		$3K Hold
1,000
– – ﹤0.01% 1488
2020
Q4 		$2K Buy
+1,000
New +$1.93K ﹤0.01% 1285

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arkadios Wealth Advisors's WTI Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of W&T Offshore (WTI) in Q2 2021, closing a stake of 1,000 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in WTI in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2021. 123 funds tracked by Wall St. Rank hold WTI as of Q2 2021.

  • Arkadios Wealth Advisors reported no remaining W&T Offshore position as of Q2 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,000 W&T Offshore shares in Q2 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in W&T Offshore in Q4 2020 and held it in 2 quarters.
  • Arkadios Wealth Advisors's W&T Offshore position peaked at $3K in Q1 2021.
  • 123 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.