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Raymond James Financial Services Advisors’s HighPeak Energy HPK Stock Holding History

Raymond James Financial Services Advisors’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
Q2 		– Sell
-10,610
Closed -$167K – 3461
2024
Q1 		$167K Sell
10,610
-1,615
-13% -$24K ﹤0.01% 3140
2023
Q4 		$174K Buy
+12,225
New +$194K ﹤0.01% 3032

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 $6.73T AUM 46.02% 1-Year Est. Return
E3F
Eight 31 Financial Midland, Texas $166M AUM 8.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DA
Denali Advisors San Diego, California $993M AUM 34.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Raymond James Financial Services Advisors's HPK Position: Q2 2024 in Review

Raymond James Financial Services Advisors sold out of HighPeak Energy (HPK) in Q2 2024, closing a stake of 10,610 shares — an estimated $167K sold.

Raymond James Financial Services Advisors first reported a position in HPK in Q4 2023 and held it in 2 quarters. The position peaked at $174K in Q4 2023. 107 funds tracked by Wall St. Rank hold HPK as of Q2 2024.

  • Raymond James Financial Services Advisors reported no remaining HighPeak Energy position as of Q2 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 10,610 HighPeak Energy shares in Q2 2024, an estimated $167K.
  • Raymond James Financial Services Advisors first reported a position in HighPeak Energy in Q4 2023 and held it in 2 quarters.
  • Raymond James Financial Services Advisors's HighPeak Energy position peaked at $174K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.