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Parallel Advisors’s Ring Energy REI Stock Holding History

Parallel Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53K Buy
+1,000
New +$1.27K ﹤0.01% 3446
2024
Q4 		– Sell
-36,170
Closed -$57.9K – 3607
2024
Q3 		$57.9K Buy
36,170
+16,030
+80% +$28.7K ﹤0.01% 1540
2024
Q2 		$34K Buy
+20,140
New +$37K ﹤0.01% 1716
2024
Q1 		– Sell
-348
Closed -$508 – 3405
2023
Q4 		$508 Sell
348
-443
-56% -$729 ﹤0.01% 3055
2023
Q3 		$1.54K Hold
791
– – ﹤0.01% 2885
2023
Q2 		$1.35K Sell
791
-638
-45% -$1.17K ﹤0.01% 2861
2023
Q1 		$2.71K Buy
1,429
+382
+36% +$824 ﹤0.01% 2653
2022
Q4 		$2.58K Buy
1,047
+695
+197% +$1.91K ﹤0.01% 2590
2022
Q3 		$1K Buy
+352
New +$961 ﹤0.01% 3000
2017
Q3 		– Sell
-1,000
Closed -$13K – 2199
2017
Q2 		$13K Buy
+1,000
New +$12.5K ﹤0.01% 1204
2017
Q1 		– Sell
-1,000
Closed -$13K – 2075
2016
Q4 		$13K Buy
+1,000
New +$11.6K ﹤0.01% 1028

Other funds holding REI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CF
CDC Financial Chicago, Illinois $121M AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return