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Forvis Mazars Wealth Advisors’s Evolution Petroleum EPM Stock Holding History

Forvis Mazars Wealth 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
2020
Q3 		– Sell
-23,867
Closed -$67K – 324
2020
Q2 		$67K Sell
23,867
-76
-0.3% -$204 ﹤0.01% 307
2020
Q1 		$62K Buy
23,943
+122
+0.5% +$553 0.01% 281
2019
Q4 		$130K Sell
23,821
-64
-0.3% -$352 0.01% 288
2019
Q3 		$139K Buy
+23,885
New +$146K 0.01% 256

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ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return

Forvis Mazars Wealth Advisors's EPM Position: Q3 2020 in Review

Forvis Mazars Wealth Advisors sold out of Evolution Petroleum (EPM) in Q3 2020, closing a stake of 23,867 shares — an estimated $67K sold.

Forvis Mazars Wealth Advisors first reported a position in EPM in Q3 2019 and held it in 4 quarters. The position peaked at $139K in Q3 2019. 84 funds tracked by Wall St. Rank hold EPM as of Q3 2020.

  • Forvis Mazars Wealth Advisors reported no remaining Evolution Petroleum position as of Q3 2020 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 23,867 Evolution Petroleum shares in Q3 2020, an estimated $67K.
  • Forvis Mazars Wealth Advisors first reported a position in Evolution Petroleum in Q3 2019 and held it in 4 quarters.
  • Forvis Mazars Wealth Advisors's Evolution Petroleum position peaked at $139K in Q3 2019.
  • 84 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.