Congress Wealth Management’s Ranger Oil Corporation Class A Common Stock ROCC Stock Holding History

Congress Wealth Management’s Portfolio ROCC Stock Details ROCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-75,705	Closed	-$3.06M	–	580
2022 Q4	$3.06M	Sell	75,705 -2,105	-3%	-$83.4K	0.08%	221
2022 Q3	$2.45M	Buy	77,810 +4,314	+6%	+$152K	0.07%	256
2022 Q2	$2.42M	Buy	+73,496	New	+$2.77M	0.06%	262

Other funds holding ROCC

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

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Congress Wealth Management's ROCC Position: Q1 2023 in Review

Congress Wealth Management sold out of Ranger Oil Corporation Class A Common Stock (ROCC) in Q1 2023, closing a stake of 75,705 shares — an estimated $3.06M sold.

Congress Wealth Management first reported a position in ROCC in Q2 2022 and held it in 3 quarters. The position peaked at $3.06M in Q4 2022. 176 funds tracked by Wall St. Rank hold ROCC as of Q1 2023.

Congress Wealth Management reported no remaining Ranger Oil Corporation Class A Common Stock position as of Q1 2023 after selling out during the quarter.
Congress Wealth Management sold 75,705 Ranger Oil Corporation Class A Common Stock shares in Q1 2023, an estimated $3.06M.
Congress Wealth Management first reported a position in Ranger Oil Corporation Class A Common Stock in Q2 2022 and held it in 3 quarters.
Congress Wealth Management's Ranger Oil Corporation Class A Common Stock position peaked at $3.06M in Q4 2022.
176 funds tracked by Wall St. Rank held Ranger Oil Corporation Class A Common Stock as of Q1 2023.

Based on Congress Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.