Cetera Investment Advisers
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Cetera Investment Advisers’s Evolution Petroleum EPM Stock Holding History

Cetera Investment Advisers’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
-11,773
Closed -$72.3K – 3766
2024
Q1 		$72.3K Sell
11,773
-292
-2% -$1.68K ﹤0.01% 3541
2023
Q4 		$70.1K Hold
12,065
– – ﹤0.01% 2160
2023
Q3 		$82.5K Buy
+12,065
New +$102K ﹤0.01% 2112

Other funds holding EPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cetera Investment Advisers's EPM Position: Q2 2024 in Review

Cetera Investment Advisers sold out of Evolution Petroleum (EPM) in Q2 2024, closing a stake of 11,773 shares — an estimated $72.3K sold.

Cetera Investment Advisers first reported a position in EPM in Q3 2023 and held it in 3 quarters. The position peaked at $82.5K in Q3 2023. 102 funds tracked by Wall St. Rank hold EPM as of Q2 2024.

  • Cetera Investment Advisers reported no remaining Evolution Petroleum position as of Q2 2024 after selling out during the quarter.
  • Cetera Investment Advisers sold 11,773 Evolution Petroleum shares in Q2 2024, an estimated $72.3K.
  • Cetera Investment Advisers first reported a position in Evolution Petroleum in Q3 2023 and held it in 3 quarters.
  • Cetera Investment Advisers's Evolution Petroleum position peaked at $82.5K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2024.

Based on Cetera Investment Advisers's 13F filing for Q2 2024, filed 22 Aug 2024.