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Howe & Rusling’s VOC Energy VOC Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-148
Closed -$1K – 1023
2022
Q3 		$1K Buy
148
+7
+5% +$49 ﹤0.01% 1023
2022
Q2 		$1K Buy
141
+5
+4% +$37 ﹤0.01% 1010
2022
Q1 		$1K Buy
136
+75
+123% +$461 ﹤0.01% 971
2021
Q4 		$0 Buy
61
+14
+30% +$68 ﹤0.01% 1072
2021
Q3 		$0 Buy
47
+2
+4% +$9 ﹤0.01% 1039
2021
Q2 		$0 Buy
45
+18
+67% +$71 ﹤0.01% 1030
2021
Q1 		$0 Buy
+27
New +$82 ﹤0.01% 1023

Other funds holding VOC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Howe & Rusling's VOC Position: Q4 2022 in Review

Howe & Rusling sold out of VOC Energy (VOC) in Q4 2022, closing a stake of 148 shares — an estimated $1K sold.

Howe & Rusling first reported a position in VOC in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2022. 36 funds tracked by Wall St. Rank hold VOC as of Q4 2022.

  • Howe & Rusling reported no remaining VOC Energy position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 148 VOC Energy shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in VOC Energy in Q1 2021 and held it in 7 quarters.
  • Howe & Rusling's VOC Energy position peaked at $1K in Q3 2022.
  • 36 funds tracked by Wall St. Rank held VOC Energy as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.