Lido Advisors’s W&T Offshore WTI Stock Holding History

Lido Advisors’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	-200,000	Closed	-$744K	–	1054
2021 Q3	$744K	Buy	+200,000	New	+$715K	0.01%	471

Other funds holding WTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors's WTI Position: Q4 2021 in Review

Lido Advisors sold out of W&T Offshore (WTI) in Q4 2021, closing a stake of 200,000 shares — an estimated $744K sold.

Lido Advisors first reported a position in WTI in Q3 2021 and held it in 1 quarter. The position peaked at $744K in Q3 2021. 130 funds tracked by Wall St. Rank hold WTI as of Q4 2021.

Lido Advisors reported no remaining W&T Offshore position as of Q4 2021 after selling out during the quarter.
Lido Advisors sold 200,000 W&T Offshore shares in Q4 2021, an estimated $744K.
Lido Advisors first reported a position in W&T Offshore in Q3 2021 and held it in 1 quarter.
Lido Advisors's W&T Offshore position peaked at $744K in Q3 2021.
130 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2021.

Based on Lido Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.