Raffa Wealth Management’s HighPeak Energy HPK Stock Holding History

Raffa Wealth Management’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
2024 Q1	–	Sell	-283	Closed	-$4.03K	–	1140
2023 Q4	$4.03K	Hold	283	–	–	﹤0.01%	432
2023 Q3	$4.78K	Hold	283	–	–	﹤0.01%	383
2023 Q2	$3.08K	Hold	283	–	–	﹤0.01%	488
2023 Q1	$6.51K	Hold	283	–	–	﹤0.01%	354
2022 Q4	$6.47K	Buy	283 +235	+490%	+$5.28K	﹤0.01%	344
2022 Q3	$1.04K	Hold	48	–	–	﹤0.01%	789
2022 Q2	$1.23K	Sell	48 -40	-45%	-$1.16K	﹤0.01%	749
2022 Q1	$1.95K	Buy	+88	New	+$1.73K	﹤0.01%	643

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 $6.73T AUM 46.02% 1-Year Est. Return

E3F

Eight 31 Financial Midland, Texas $168M AUM 11.07% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raffa Wealth Management's HPK Position: Q1 2024 in Review

Raffa Wealth Management sold out of HighPeak Energy (HPK) in Q1 2024, closing a stake of 283 shares — an estimated $4.03K sold.

Raffa Wealth Management first reported a position in HPK in Q1 2022 and held it in 8 quarters. The position peaked at $6.51K in Q1 2023. 108 funds tracked by Wall St. Rank hold HPK as of Q1 2024.

Raffa Wealth Management reported no remaining HighPeak Energy position as of Q1 2024 after selling out during the quarter.
Raffa Wealth Management sold 283 HighPeak Energy shares in Q1 2024, an estimated $4.03K.
Raffa Wealth Management first reported a position in HighPeak Energy in Q1 2022 and held it in 8 quarters.
Raffa Wealth Management's HighPeak Energy position peaked at $6.51K in Q1 2023.
108 funds tracked by Wall St. Rank held HighPeak Energy as of Q1 2024.

Based on Raffa Wealth Management's 13F filing for Q1 2024, filed 27 Jul 2026.