FHA
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First Horizon Advisors’s Evolution Petroleum EPM Stock Holding History

First Horizon Advisors’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
-99
Closed -$607 – 2310
2024
Q1 		$607 Hold
99
– – ﹤0.01% 2204
2023
Q4 		$575 Hold
99
– – ﹤0.01% 2288
2023
Q3 		$677 Buy
+99
New +$837 ﹤0.01% 2283

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
RRAM
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 $3.37T AUM 44.26% 1-Year Est. Return

First Horizon Advisors's EPM Position: Q2 2024 in Review

First Horizon Advisors sold out of Evolution Petroleum (EPM) in Q2 2024, closing a stake of 99 shares — an estimated $607 sold.

First Horizon Advisors first reported a position in EPM in Q3 2023 and held it in 3 quarters. The position peaked at $677 in Q3 2023. 102 funds tracked by Wall St. Rank hold EPM as of Q2 2024.

  • First Horizon Advisors reported no remaining Evolution Petroleum position as of Q2 2024 after selling out during the quarter.
  • First Horizon Advisors sold 99 Evolution Petroleum shares in Q2 2024, an estimated $607.
  • First Horizon Advisors first reported a position in Evolution Petroleum in Q3 2023 and held it in 3 quarters.
  • First Horizon Advisors's Evolution Petroleum position peaked at $677 in Q3 2023.
  • 102 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2024.

Based on First Horizon Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.