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Mark Sheptoff Financial Planning’s Magnolia Oil & Gas MGY Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio MGY Stock Details MGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,400
Closed -$26K – 466
2021
Q4 		$26K Hold
1,400
– – 0.01% 234
2021
Q3 		$25K Hold
1,400
– – 0.01% 227
2021
Q2 		$22K Buy
+1,400
New +$18K 0.01% 260

Other funds holding MGY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
E
EnerVest Houston, Texas $50.1M AUM 2.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Mark Sheptoff Financial Planning's MGY Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Magnolia Oil & Gas (MGY) in Q1 2022, closing a stake of 1,400 shares — an estimated $26K sold.

Mark Sheptoff Financial Planning first reported a position in MGY in Q2 2021 and held it in 3 quarters. The position peaked at $26K in Q4 2021. 251 funds tracked by Wall St. Rank hold MGY as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Magnolia Oil & Gas position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,400 Magnolia Oil & Gas shares in Q1 2022, an estimated $26K.
  • Mark Sheptoff Financial Planning first reported a position in Magnolia Oil & Gas in Q2 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Magnolia Oil & Gas position peaked at $26K in Q4 2021.
  • 251 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.