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IAS
Investment Advisory Services’s
Ring Energy
REI
Stock Holding History
Investment Advisory Services’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
2026
Q2
$108K
Hold
100,000
–
–
0.03%
139
2026
Q1
$153K
Hold
100,000
–
–
0.05%
130
2025
Q4
$87K
Hold
100,000
–
–
0.03%
126
2025
Q3
$109K
Hold
100,000
–
–
0.03%
126
2025
Q2
$79.4K
Buy
100,000
+50,000
+100%
+$42.3K
0.03%
131
2025
Q1
$57.5K
Hold
50,000
–
–
0.02%
115
2024
Q4
$68K
Hold
50,000
–
–
0.02%
116
2024
Q3
$80K
Hold
50,000
–
–
0.03%
116
2024
Q2
$84.5K
Hold
50,000
–
–
0.03%
117
2024
Q1
$98K
Hold
50,000
–
–
0.04%
116
2023
Q4
$73K
Buy
+50,000
New
+$82.3K
0.03%
114
Other funds holding REI
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Plymouth, Minnesota
$59.6B AUM
29.42%
1-Year Est. Return
BIA
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$478M AUM
23.65%
1-Year Est. Return
WAP
Wealthcare Advisory Partners
West Chester, Pennsylvania
$5.27B AUM
22.23%
1-Year Est. Return
TIM
Thompson Investment Management
Madison, Wisconsin
$872M AUM
35.59%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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