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IFP Advisors’s VOC Energy VOC Stock Holding History

IFP 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
2023
Q1 		– Sell
-50
Closed -$1K – 4418
2022
Q4 		$1K Hold
50
– – ﹤0.01% 4507
2022
Q3 		$1K Hold
50
– – ﹤0.01% 4701
2022
Q2 		$1K Hold
50
– – ﹤0.01% 4471
2022
Q1 		$1K Buy
+50
New +$308 ﹤0.01% 4469
2017
Q4 		– Sell
-50
Closed – – 4113
2017
Q3 		$0 Hold
50
– – ﹤0.01% 4222
2017
Q2 		$0 Hold
50
– – ﹤0.01% 4226
2017
Q1 		$0 Sell
50
-200
-80% -$713 ﹤0.01% 4140
2016
Q4 		$1K Hold
250
– – ﹤0.01% 3854
2016
Q3 		$1K Hold
250
– – ﹤0.01% 3781
2016
Q2 		$1K Buy
+250
New +$787 ﹤0.01% 3692
2016
Q1 		– Sell
-250
Closed -$1K – 3440
2015
Q4 		$1K Buy
+250
New +$900 ﹤0.01% 3581

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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

IFP Advisors's VOC Position: Q1 2023 in Review

IFP Advisors sold out of VOC Energy (VOC) in Q1 2023, closing a stake of 50 shares — an estimated $1K sold.

IFP Advisors first reported a position in VOC in Q4 2015 and held it in 11 quarters. The position peaked at $1K in Q4 2022. 22 funds tracked by Wall St. Rank hold VOC as of Q1 2023.

  • IFP Advisors reported no remaining VOC Energy position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 50 VOC Energy shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in VOC Energy in Q4 2015 and held it in 11 quarters.
  • IFP Advisors's VOC Energy position peaked at $1K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held VOC Energy as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.