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Sequoia Financial Advisors’s Ring Energy REI Stock Holding History

Sequoia Financial 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 		$24.4K Hold
15,941
– – ﹤0.01% 1908
2025
Q4 		$13.9K Hold
15,941
– – ﹤0.01% 1917
2025
Q3 		$17.4K Sell
15,941
-820
-5% -$742 ﹤0.01% 1734
2025
Q2 		$13.3K Sell
16,761
-5,885
-26% -$4.98K ﹤0.01% 1575
2025
Q1 		$26K Sell
22,646
-9,853
-30% -$12.9K ﹤0.01% 1358
2024
Q4 		$44.2K Buy
32,499
+16,558
+104% +$24.9K ﹤0.01% 1316
2024
Q3 		$25.5K Hold
15,941
– – ﹤0.01% 1277
2024
Q2 		$26.9K Hold
15,941
– – ﹤0.01% 1206
2024
Q1 		$31.2K Sell
15,941
-972
-6% -$1.45K ﹤0.01% 1148
2023
Q4 		$24.7K Sell
16,913
-489
-3% -$805 ﹤0.01% 1190
2023
Q3 		$33.9K Hold
17,402
– – ﹤0.01% 951
2023
Q2 		$29.8K Buy
17,402
+120
+0.7% +$220 ﹤0.01% 959
2023
Q1 		$32.8K Buy
17,282
+1,037
+6% +$2.24K ﹤0.01% 829
2022
Q4 		$40K Buy
+16,245
New +$44.6K ﹤0.01% 790

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