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Oliver Lagore Vanvalin Investment Group’s HighPeak Energy HPK Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio HPK Stock Details HPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-287
Closed -$4.84K – 817
2023
Q3 		$4.84K Buy
+287
New +$4.17K ﹤0.01% 560

Other funds holding HPK

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
E3F
Eight 31 Financial Midland, Texas $166M AUM 8.23% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HPK Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of HighPeak Energy (HPK) in Q4 2023, closing a stake of 287 shares — an estimated $4.84K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in HPK in Q3 2023 and held it in 1 quarter. The position peaked at $4.84K in Q3 2023. 108 funds tracked by Wall St. Rank hold HPK as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining HighPeak Energy position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 287 HighPeak Energy shares in Q4 2023, an estimated $4.84K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in HighPeak Energy in Q3 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's HighPeak Energy position peaked at $4.84K in Q3 2023.
  • 108 funds tracked by Wall St. Rank held HighPeak Energy as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.