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Simplicity Wealth’s Ring Energy REI Stock Holding History

Simplicity Wealth’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
2025
Q2 		– Sell
-12,108
Closed -$13.9K – 650
2025
Q1 		$13.9K Buy
+12,108
New +$15.8K ﹤0.01% 557
2024
Q3 		– Sell
-113,186
Closed -$191K – 1046
2024
Q2 		$191K Buy
113,186
+398
+0.4% +$732 ﹤0.01% 1119
2024
Q1 		$221K Buy
+112,788
New +$168K 0.01% 1024

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Simplicity Wealth's REI Position: Q2 2025 in Review

Simplicity Wealth sold out of Ring Energy (REI) in Q2 2025, closing a stake of 12,108 shares — an estimated $13.9K sold.

Simplicity Wealth first reported a position in REI in Q1 2024 and held it in 3 quarters. The position peaked at $221K in Q1 2024. 132 funds tracked by Wall St. Rank hold REI as of Q2 2025.

  • Simplicity Wealth reported no remaining Ring Energy position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 12,108 Ring Energy shares in Q2 2025, an estimated $13.9K.
  • Simplicity Wealth first reported a position in Ring Energy in Q1 2024 and held it in 3 quarters.
  • Simplicity Wealth's Ring Energy position peaked at $221K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Ring Energy as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.