Atria Wealth Solutions’s Vaalco Energy EGY Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$77.6K	Hold	20,000	–	–	﹤0.01%	1441
2025 Q1	$75.2K	Buy	20,000 +10,000	+100%	+$41.7K	﹤0.01%	1808
2024 Q4	$43.7K	Buy	+10,000	New	+$53.1K	﹤0.01%	1943
2024 Q2	–	Sell	-39,200	Closed	-$273K	–	1968
2024 Q1	$273K	Sell	39,200 -3,000	-7%	-$14.1K	﹤0.01%	1617
2023 Q4	$189K	Hold	42,200	–	–	﹤0.01%	1792
2023 Q3	$185K	Buy	42,200 +19,200	+83%	+$83.5K	﹤0.01%	1717
2023 Q2	$86.5K	Buy	+23,000	New	+$93.9K	﹤0.01%	1789
2023 Q1	–	Sell	-10,000	Closed	-$45.6K	–	1882
2022 Q4	$45.6K	Hold	10,000	–	–	﹤0.01%	1756
2022 Q3	$43.6K	Buy	+10,000	New	+$51.3K	﹤0.01%	1702

Other funds holding EGY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FSCM

First Sabrepoint Capital Management Dallas, Texas $304M AUM 71.25% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

Atria Wealth Solutions's EGY Position: Q2 2025 in Review

Atria Wealth Solutions held its Vaalco Energy (EGY) position steady in Q2 2025 at 20,000 shares worth $77.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Atria Wealth Solutions first reported a position in EGY in Q3 2022 and has held it in 9 quarters since. The position peaked at $273K in Q1 2024. 178 funds tracked by Wall St. Rank hold EGY as of Q2 2025.

Atria Wealth Solutions held 20,000 shares of Vaalco Energy worth $77.6K as of Q2 2025.
Atria Wealth Solutions left its Vaalco Energy share count unchanged in Q2 2025.
Vaalco Energy made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1441 holding.
Atria Wealth Solutions first reported a position in Vaalco Energy in Q3 2022 and has held it in 9 quarters since.
Atria Wealth Solutions's Vaalco Energy position peaked at $273K in Q1 2024.
178 funds tracked by Wall St. Rank held Vaalco Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.