Avior Wealth Management
EPM icon

Avior Wealth Management’s Evolution Petroleum EPM Stock Holding History

Avior Wealth Management’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$36 – 2711
2024
Q1 		$36 Buy
+6
New +$34 ﹤0.01% 3566

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Avior Wealth Management's EPM Position: Q2 2024 in Review

Avior Wealth Management sold out of Evolution Petroleum (EPM) in Q2 2024, closing a stake of 6 shares — an estimated $36 sold.

Avior Wealth Management first reported a position in EPM in Q1 2024 and held it in 1 quarter. The position peaked at $36 in Q1 2024. 102 funds tracked by Wall St. Rank hold EPM as of Q2 2024.

  • Avior Wealth Management reported no remaining Evolution Petroleum position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 6 Evolution Petroleum shares in Q2 2024, an estimated $36.
  • Avior Wealth Management first reported a position in Evolution Petroleum in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Evolution Petroleum position peaked at $36 in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.