IWC
EGY icon

Integrated Wealth Concepts’s Vaalco Energy EGY Stock Holding History

Integrated Wealth Concepts’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
2025
Q3 		– Sell
-14,386
Closed -$51.9K – 1998
2025
Q2 		$51.9K Buy
14,386
+501
+4% +$1.74K ﹤0.01% 1863
2025
Q1 		$52.2K Buy
13,885
+686
+5% +$2.86K ﹤0.01% 1701
2024
Q4 		$57.7K Sell
13,199
-147
-1% -$781 ﹤0.01% 1678
2024
Q3 		$76.6K Sell
13,346
-363
-3% -$2.29K ﹤0.01% 1620
2024
Q2 		$86K Buy
13,709
+444
+3% +$2.86K ﹤0.01% 1586
2024
Q1 		$92.5K Sell
13,265
-234
-2% -$1.1K ﹤0.01% 1585
2023
Q4 		$60.6K Sell
13,499
-100
-0.7% -$440 ﹤0.01% 1551
2023
Q3 		$59.7K Sell
13,599
-4,036
-23% -$17.5K ﹤0.01% 1506
2023
Q2 		$66.3K Sell
17,635
-16,098
-48% -$65.7K ﹤0.01% 1506
2023
Q1 		$153K Buy
+33,733
New +$154K ﹤0.01% 1248

Other funds holding EGY

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return