Buckingham Strategic Wealth’s Ring Energy REI Stock Holding History

Buckingham Strategic Wealth’s Portfolio REI Stock Details REI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$21.8K	Sell	12,904 -2,405	-16%	-$4.42K	﹤0.01%	763
2024 Q1	$30K	Buy	+15,309	New	+$22.8K	﹤0.01%	753
2023 Q4	–	Sell	-23,650	Closed	-$46.1K	–	744
2023 Q3	$46.1K	Buy	23,650 +197	+0.8%	+$395	﹤0.01%	676
2023 Q2	$40.1K	Buy	+23,453	New	+$43K	﹤0.01%	683
2022 Q4	–	Sell	-13,371	Closed	-$31K	–	654
2022 Q3	$31K	Buy	+13,371	New	+$36.5K	﹤0.01%	594

Other funds holding REI

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Buckingham Strategic Wealth's REI Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Ring Energy (REI) stake by 16% in Q2 2024, selling an estimated $4.42K and leaving 12,904 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Buckingham Strategic Wealth first reported a position in REI in Q3 2022 and has held it in 5 quarters since. The position peaked at $46.1K in Q3 2023. 142 funds tracked by Wall St. Rank hold REI as of Q2 2024.

Buckingham Strategic Wealth held 12,904 shares of Ring Energy worth $21.8K as of Q2 2024.
Buckingham Strategic Wealth sold 2,405 Ring Energy shares in Q2 2024, an estimated $4.42K.
Ring Energy made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #763 holding.
Buckingham Strategic Wealth first reported a position in Ring Energy in Q3 2022 and has held it in 5 quarters since.
Buckingham Strategic Wealth's Ring Energy position peaked at $46.1K in Q3 2023.
142 funds tracked by Wall St. Rank held Ring Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.