My Personal CFO LLC’s VOC Energy VOC Stock Holding History

My Personal CFO LLC’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	-80	Closed	-$831	–	800
2022 Q4	$831	Buy	+80	New	+$699	﹤0.01%	671

Other funds holding VOC

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

Navellier & Associates Reno, Nevada $960M AUM 79.37% 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

My Personal CFO LLC's VOC Position: Q1 2023 in Review

My Personal CFO LLC sold out of VOC Energy (VOC) in Q1 2023, closing a stake of 80 shares — an estimated $831 sold.

My Personal CFO LLC first reported a position in VOC in Q4 2022 and held it in 1 quarter. The position peaked at $831 in Q4 2022. 22 funds tracked by Wall St. Rank hold VOC as of Q1 2023.

My Personal CFO LLC reported no remaining VOC Energy position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 80 VOC Energy shares in Q1 2023, an estimated $831.
My Personal CFO LLC first reported a position in VOC Energy in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's VOC Energy position peaked at $831 in Q4 2022.
22 funds tracked by Wall St. Rank held VOC Energy as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.