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Financial Advocates Investment Management’s HighPeak Energy HPK Stock Holding History

Financial Advocates Investment Management’s Portfolio HPK Stock Details HPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-22,406
Closed -$353K – 780
2024
Q1 		$353K Buy
22,406
+28
+0.1% +$416 0.02% 538
2023
Q4 		$319K Buy
22,378
+18
+0.1% +$285 0.02% 539
2023
Q3 		$377K Buy
22,360
+21
+0.1% +$305 0.03% 474
2023
Q2 		$243K Buy
22,339
+19
+0.1% +$320 0.02% 586
2023
Q1 		$513K Buy
22,320
+10
+0% +$255 0.04% 425
2022
Q4 		$510K Buy
+22,310
New +$502K 0.04% 446

Other funds holding HPK

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
E3F
Eight 31 Financial Midland, Texas $166M AUM 8.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Advocates Investment Management's HPK Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of HighPeak Energy (HPK) in Q2 2024, closing a stake of 22,406 shares — an estimated $353K sold.

Financial Advocates Investment Management first reported a position in HPK in Q4 2022 and held it in 6 quarters. The position peaked at $513K in Q1 2023. 107 funds tracked by Wall St. Rank hold HPK as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining HighPeak Energy position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 22,406 HighPeak Energy shares in Q2 2024, an estimated $353K.
  • Financial Advocates Investment Management first reported a position in HighPeak Energy in Q4 2022 and held it in 6 quarters.
  • Financial Advocates Investment Management's HighPeak Energy position peaked at $513K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.