HighTower Advisors
HPK icon

HighTower Advisors’s HighPeak Energy HPK Stock Holding History

HighTower Advisors’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
-16,828
Closed -$266K – 3792
2024
Q1 		$266K Sell
16,828
-3,067
-15% -$45.5K ﹤0.01% 2771
2023
Q4 		$285K Sell
19,895
-3,900
-16% -$61.8K ﹤0.01% 2743
2023
Q3 		$403K Buy
23,795
+7,412
+45% +$108K ﹤0.01% 2378
2023
Q2 		$177K Buy
16,383
+3,751
+30% +$63.2K ﹤0.01% 2914
2023
Q1 		$293K Buy
12,632
+3,500
+38% +$89.1K ﹤0.01% 2471
2022
Q4 		$209K Buy
+9,132
New +$205K ﹤0.01% 2741

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 $5.72T AUM 30.48% 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 $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HighTower Advisors's HPK Position: Q2 2024 in Review

HighTower Advisors sold out of HighPeak Energy (HPK) in Q2 2024, closing a stake of 16,828 shares — an estimated $266K sold.

HighTower Advisors first reported a position in HPK in Q4 2022 and held it in 6 quarters. The position peaked at $403K in Q3 2023. 107 funds tracked by Wall St. Rank hold HPK as of Q2 2024.

  • HighTower Advisors reported no remaining HighPeak Energy position as of Q2 2024 after selling out during the quarter.
  • HighTower Advisors sold 16,828 HighPeak Energy shares in Q2 2024, an estimated $266K.
  • HighTower Advisors first reported a position in HighPeak Energy in Q4 2022 and held it in 6 quarters.
  • HighTower Advisors's HighPeak Energy position peaked at $403K in Q3 2023.
  • 107 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.