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ARS Wealth Advisors’s Vaalco Energy EGY Stock Holding History

ARS Wealth Advisors’s Portfolio EGY Stock Details EGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,000
Closed -$22K – 96
2019
Q4 		$22K Hold
10,000
– – 0.01% 111
2019
Q3 		$20K Buy
+10,000
New +$17.6K 0.01% 107

Other funds holding EGY

TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ARS Wealth Advisors's EGY Position: Q1 2020 in Review

ARS Wealth Advisors sold out of Vaalco Energy (EGY) in Q1 2020, closing a stake of 10,000 shares — an estimated $22K sold.

ARS Wealth Advisors first reported a position in EGY in Q3 2019 and held it in 2 quarters. The position peaked at $22K in Q4 2019. 56 funds tracked by Wall St. Rank hold EGY as of Q1 2020.

  • ARS Wealth Advisors reported no remaining Vaalco Energy position as of Q1 2020 after selling out during the quarter.
  • ARS Wealth Advisors sold 10,000 Vaalco Energy shares in Q1 2020, an estimated $22K.
  • ARS Wealth Advisors first reported a position in Vaalco Energy in Q3 2019 and held it in 2 quarters.
  • ARS Wealth Advisors's Vaalco Energy position peaked at $22K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Vaalco Energy as of Q1 2020.

Based on ARS Wealth Advisors's 13F filing for Q1 2020, filed 11 Jun 2021.