Jim Simons’s VOC Energy VOC Stock Holding History

Jim Simons’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	-12,600	Closed	-$131K	–	4433
2022 Q4	$131K	Buy	+12,600	New	+$110K	﹤0.01%	3548
2022 Q3	–	Sell	-115,600	Closed	-$750K	–	4441
2022 Q2	$750K	Sell	115,600 -86,183	-43%	-$637K	﹤0.01%	2899
2022 Q1	$1.38M	Sell	201,783 -27,772	-12%	-$171K	﹤0.01%	2506
2021 Q4	$1.08M	Buy	229,555 +50,348	+28%	+$243K	﹤0.01%	2586
2021 Q3	$823K	Buy	179,207 +23,207	+15%	+$102K	﹤0.01%	2658
2021 Q2	$738K	Sell	156,000 -70,324	-31%	-$276K	﹤0.01%	2800
2021 Q1	$792K	Buy	226,324 +181,602	+406%	+$549K	﹤0.01%	2713
2020 Q4	$99K	Buy	44,722 +22,822	+104%	+$45.3K	﹤0.01%	3257
2020 Q3	$35K	Sell	21,900 -28,160	-56%	-$47.8K	﹤0.01%	3299
2020 Q2	$121K	Buy	50,060 +748	+2%	+$1.51K	﹤0.01%	3244
2020 Q1	$78K	Buy	49,312 +23,791	+93%	+$88.7K	﹤0.01%	3268
2019 Q4	$118K	Buy	+25,521	New	+$123K	﹤0.01%	3294
2019 Q3	–	Sell	-22,100	Closed	-$112K	–	3727
2019 Q2	$112K	Buy	+22,100	New	+$120K	﹤0.01%	3383
2018 Q4	–	Sell	-38,600	Closed	-$211K	–	3639
2018 Q3	$211K	Sell	38,600 -19,600	-34%	-$111K	﹤0.01%	3141
2018 Q2	$309K	Sell	58,200 -10,330	-15%	-$52.1K	﹤0.01%	2955
2018 Q1	$279K	Buy	68,530 +49,530	+261%	+$258K	﹤0.01%	3102
2017 Q4	$112K	Sell	19,000 -34,500	-64%	-$148K	﹤0.01%	3213
2017 Q3	$200K	Buy	+53,500	New	+$204K	﹤0.01%	2999
2017 Q2	–	Sell	-11,664	Closed	-$41K	–	3377
2017 Q1	$41K	Sell	11,664 -23,482	-67%	-$83.7K	﹤0.01%	3154
2016 Q4	$112K	Buy	+35,146	New	+$108K	﹤0.01%	3088
2014 Q3	–	Sell	-130,400	Closed	-$2.23M	–	2968
2014 Q2	$2.23M	Buy	130,400 +103,227	+380%	+$1.57M	0.01%	1671
2014 Q1	$396K	Sell	27,173 -17,027	-39%	-$256K	﹤0.01%	2429
2013 Q4	$643K	Sell	44,200 -19,173	-30%	-$307K	﹤0.01%	2272
2013 Q3	$992K	Buy	+63,373	New	+$950K	﹤0.01%	2015

Other funds holding VOC

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jim Simons's VOC Position: Q1 2023 in Review

Jim Simons sold out of VOC Energy (VOC) in Q1 2023, closing a stake of 12,600 shares — an estimated $131K sold.

Jim Simons first reported a position in VOC in Q3 2013 and held it in 24 quarters. The position peaked at $2.23M in Q2 2014. 22 funds tracked by Wall St. Rank hold VOC as of Q1 2023.

Jim Simons reported no remaining VOC Energy position as of Q1 2023 after selling out during the quarter.
Jim Simons sold 12,600 VOC Energy shares in Q1 2023, an estimated $131K.
Jim Simons first reported a position in VOC Energy in Q3 2013 and held it in 24 quarters.
Jim Simons's VOC Energy position peaked at $2.23M in Q2 2014.
22 funds tracked by Wall St. Rank held VOC Energy as of Q1 2023.

Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.