HighTower Advisors’s VOC Energy VOC Stock Holding History

HighTower Advisors’s Portfolio VOC Stock Details VOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-151,645	Closed	-$1.09M	–	4039
2023 Q4	$1.09M	Hold	151,645	–	–	﹤0.01%	1803
2023 Q3	$1.49M	Sell	151,645 -2,175	-1%	-$18.9K	﹤0.01%	1547
2023 Q2	$1.22M	Sell	153,820 -50	-0%	-$409	﹤0.01%	1642
2023 Q1	$1.27M	Hold	153,870	–	–	﹤0.01%	1542
2022 Q4	$1.6M	Buy	+153,870	New	+$1.34M	﹤0.01%	1404
2014 Q4	–	Sell	-32,383	Closed	-$407K	–	1665
2014 Q3	$407K	Sell	32,383 -456	-1%	-$6.9K	0.01%	1088
2014 Q2	$561K	Buy	32,839 +985	+3%	+$15K	0.01%	1015
2014 Q1	$464K	Buy	31,854 +1,050	+3%	+$15.8K	0.01%	1005
2013 Q4	$448K	Buy	30,804 +5,012	+19%	+$80.3K	0.01%	1005
2013 Q3	$404K	Buy	25,792 +673	+3%	+$10.1K	0.01%	924
2013 Q2	$353K	Buy	+25,119	New	+$335K	0.01%	930

Other funds holding VOC

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HighTower Advisors's VOC Position: Q1 2024 in Review

HighTower Advisors sold out of VOC Energy (VOC) in Q1 2024, closing a stake of 151,645 shares — an estimated $1.09M sold.

HighTower Advisors first reported a position in VOC in Q2 2013 and held it in 11 quarters. The position peaked at $1.6M in Q4 2022. 27 funds tracked by Wall St. Rank hold VOC as of Q1 2024.

HighTower Advisors reported no remaining VOC Energy position as of Q1 2024 after selling out during the quarter.
HighTower Advisors sold 151,645 VOC Energy shares in Q1 2024, an estimated $1.09M.
HighTower Advisors first reported a position in VOC Energy in Q2 2013 and held it in 11 quarters.
HighTower Advisors's VOC Energy position peaked at $1.6M in Q4 2022.
27 funds tracked by Wall St. Rank held VOC Energy as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.