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Money Concepts Capital’s VOC Energy VOC Stock Holding History

Money Concepts Capital’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
-401
Closed -$4.16K – 2834
2022
Q4 		$4.16K Buy
+401
New +$3.5K ﹤0.01% 2427
2022
Q2 		– Sell
-301
Closed -$2K – 2592
2022
Q1 		$2K Buy
+301
New +$1.85K ﹤0.01% 2498

Other funds holding VOC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
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
RA
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's VOC Position: Q1 2023 in Review

Money Concepts Capital sold out of VOC Energy (VOC) in Q1 2023, closing a stake of 401 shares — an estimated $4.16K sold.

Money Concepts Capital first reported a position in VOC in Q1 2022 and held it in 2 quarters. The position peaked at $4.16K in Q4 2022. 22 funds tracked by Wall St. Rank hold VOC as of Q1 2023.

  • Money Concepts Capital reported no remaining VOC Energy position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 401 VOC Energy shares in Q1 2023, an estimated $4.16K.
  • Money Concepts Capital first reported a position in VOC Energy in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's VOC Energy position peaked at $4.16K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held VOC Energy as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.