SFA
EPM icon

Sequoia Financial Advisors’s Evolution Petroleum EPM Stock Holding History

Sequoia Financial Advisors’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-57,941
Closed -$305K – 1313
2024
Q2 		$305K Buy
+57,941
New +$325K ﹤0.01% 888

Other funds holding EPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sequoia Financial Advisors's EPM Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of Evolution Petroleum (EPM) in Q3 2024, closing a stake of 57,941 shares — an estimated $305K sold.

Sequoia Financial Advisors first reported a position in EPM in Q2 2024 and held it in 1 quarter. The position peaked at $305K in Q2 2024. 113 funds tracked by Wall St. Rank hold EPM as of Q3 2024.

  • Sequoia Financial Advisors reported no remaining Evolution Petroleum position as of Q3 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 57,941 Evolution Petroleum shares in Q3 2024, an estimated $305K.
  • Sequoia Financial Advisors first reported a position in Evolution Petroleum in Q2 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's Evolution Petroleum position peaked at $305K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.