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Joseph P. Lucia & Associates’s W&T Offshore WTI Stock Holding History

Joseph P. Lucia & Associates’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,745
Closed -$14K – 559
2021
Q3 		$14K Hold
3,745
– – 0.01% 350
2021
Q2 		$18K Buy
+3,745
New +$14.5K 0.01% 332

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Joseph P. Lucia & Associates's WTI Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of W&T Offshore (WTI) in Q4 2021, closing a stake of 3,745 shares — an estimated $14K sold.

Joseph P. Lucia & Associates first reported a position in WTI in Q2 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 131 funds tracked by Wall St. Rank hold WTI as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining W&T Offshore position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 3,745 W&T Offshore shares in Q4 2021, an estimated $14K.
  • Joseph P. Lucia & Associates first reported a position in W&T Offshore in Q2 2021 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's W&T Offshore position peaked at $18K in Q2 2021.
  • 131 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.