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Householder Group Estate & Retirement Specialist’s Ring Energy REI Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,850
Closed -$11K – 1296
2022
Q4 		$11K Hold
4,850
– – 0.02% 218
2022
Q3 		$11K Buy
+4,850
New +$13.2K ﹤0.01% 714

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's REI Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Ring Energy (REI) in Q1 2023, closing a stake of 4,850 shares — an estimated $11K sold.

Householder Group Estate & Retirement Specialist first reported a position in REI in Q3 2022 and held it in 2 quarters. The position peaked at $11K in Q4 2022. 128 funds tracked by Wall St. Rank hold REI as of Q1 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Ring Energy position as of Q1 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 4,850 Ring Energy shares in Q1 2023, an estimated $11K.
  • Householder Group Estate & Retirement Specialist first reported a position in Ring Energy in Q3 2022 and held it in 2 quarters.
  • Householder Group Estate & Retirement Specialist's Ring Energy position peaked at $11K in Q4 2022.
  • 128 funds tracked by Wall St. Rank held Ring Energy as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.