Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Trio Petroleum TPET Stock Holding History

Cambridge Investment Research Advisors’s Portfolio TPET Stock Details TPET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-750
Closed -$3K – 3587
2024
Q3 		$3K Hold
750
– – ﹤0.01% 3401
2024
Q2 		$5K Hold
750
– – ﹤0.01% 3305
2024
Q1 		$1K Hold
750
– – ﹤0.01% 3299
2023
Q4 		$5K Hold
750
– – ﹤0.01% 3173
2023
Q3 		$9K Hold
750
– – ﹤0.01% 3118
2023
Q2 		$25K Buy
+750
New +$24.9K ﹤0.01% 3116

Other funds holding TPET

IWA
Integrity Wealth Advisors Ventura, California $168M AUM 18.33% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors's TPET Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Trio Petroleum (TPET) in Q4 2024, closing a stake of 750 shares — an estimated $3K sold.

Cambridge Investment Research Advisors first reported a position in TPET in Q2 2023 and held it in 6 quarters. The position peaked at $25K in Q2 2023. 6 funds tracked by Wall St. Rank hold TPET as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining Trio Petroleum position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 750 Trio Petroleum shares in Q4 2024, an estimated $3K.
  • Cambridge Investment Research Advisors first reported a position in Trio Petroleum in Q2 2023 and held it in 6 quarters.
  • Cambridge Investment Research Advisors's Trio Petroleum position peaked at $25K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Trio Petroleum as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.