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Independent Advisor Alliance’s Vaalco Energy EGY Stock Holding History

Independent Advisor Alliance’s Portfolio EGY Stock Details EGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-344,997
Closed -$2.25M – 645
2022
Q1 		$2.25M Buy
+344,997
New +$1.81M 0.11% 169

Other funds holding EGY

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WIM
Wilen Investment Management Bonita Springs, Florida $98.1M AUM 2.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Independent Advisor Alliance's EGY Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Vaalco Energy (EGY) in Q2 2022, closing a stake of 344,997 shares — an estimated $2.25M sold.

Independent Advisor Alliance first reported a position in EGY in Q1 2022 and held it in 1 quarter. The position peaked at $2.25M in Q1 2022. 126 funds tracked by Wall St. Rank hold EGY as of Q2 2022.

  • Independent Advisor Alliance reported no remaining Vaalco Energy position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 344,997 Vaalco Energy shares in Q2 2022, an estimated $2.25M.
  • Independent Advisor Alliance first reported a position in Vaalco Energy in Q1 2022 and held it in 1 quarter.
  • Independent Advisor Alliance's Vaalco Energy position peaked at $2.25M in Q1 2022.
  • 126 funds tracked by Wall St. Rank held Vaalco Energy as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.