ORG Partners’s HighPeak Energy HPK Stock Holding History

ORG Partners’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	-6,648	Closed	-$112K	–	1235
2023 Q3	$112K	Buy	+6,648	New	+$96.5K	0.03%	387

Other funds holding HPK

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ORG Partners's HPK Position: Q4 2023 in Review

ORG Partners sold out of HighPeak Energy (HPK) in Q4 2023, closing a stake of 6,648 shares — an estimated $112K sold.

ORG Partners first reported a position in HPK in Q3 2023 and held it in 1 quarter. The position peaked at $112K in Q3 2023. 107 funds tracked by Wall St. Rank hold HPK as of Q4 2023.

ORG Partners reported no remaining HighPeak Energy position as of Q4 2023 after selling out during the quarter.
ORG Partners sold 6,648 HighPeak Energy shares in Q4 2023, an estimated $112K.
ORG Partners first reported a position in HighPeak Energy in Q3 2023 and held it in 1 quarter.
ORG Partners's HighPeak Energy position peaked at $112K in Q3 2023.
107 funds tracked by Wall St. Rank held HighPeak Energy as of Q4 2023.

Based on ORG Partners's 13F filing for Q4 2023, filed 29 Jan 2024.