BFA
EPM icon

BMS Financial Advisors’s Evolution Petroleum EPM Stock Holding History

BMS Financial Advisors’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
2023
Q2 		$283K Buy
+2,234
New +$16.5K 0.18% 98

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

BMS Financial Advisors's EPM Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in Evolution Petroleum (EPM) in Q2 2023: 2,234 shares worth $283K. The stake represents 0.18% of the portfolio and ranks #98 among its holdings.

112 funds tracked by Wall St. Rank hold EPM as of Q2 2023.

  • BMS Financial Advisors held 2,234 shares of Evolution Petroleum worth $283K as of Q2 2023.
  • Evolution Petroleum was a new BMS Financial Advisors position in Q2 2023.
  • Evolution Petroleum made up 0.18% of BMS Financial Advisors's portfolio in Q2 2023, its #98 holding.
  • 112 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.