Focus Financial Network’s W&T Offshore WTI Stock Holding History

Focus Financial Network’s Portfolio WTI Stock Details WTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-30,000	Closed	-$108K	–	424
2021 Q1	$108K	Buy	+30,000	New	+$93.3K	0.01%	396

Other funds holding WTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Financial Network's WTI Position: Q2 2021 in Review

Focus Financial Network sold out of W&T Offshore (WTI) in Q2 2021, closing a stake of 30,000 shares — an estimated $108K sold.

Focus Financial Network first reported a position in WTI in Q1 2021 and held it in 1 quarter. The position peaked at $108K in Q1 2021. 123 funds tracked by Wall St. Rank hold WTI as of Q2 2021.

Focus Financial Network reported no remaining W&T Offshore position as of Q2 2021 after selling out during the quarter.
Focus Financial Network sold 30,000 W&T Offshore shares in Q2 2021, an estimated $108K.
Focus Financial Network first reported a position in W&T Offshore in Q1 2021 and held it in 1 quarter.
Focus Financial Network's W&T Offshore position peaked at $108K in Q1 2021.
123 funds tracked by Wall St. Rank held W&T Offshore as of Q2 2021.

Based on Focus Financial Network's 13F filing for Q2 2021, filed 24 Jul 2024.