SOA Wealth Advisors’s HighPeak Energy HPK Stock Holding History

SOA Wealth 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
2023 Q4	–	Sell	-763	Closed	-$12.9K	–	922
2023 Q3	$12.9K	Buy	763 +1	+0.1%	+$15	﹤0.01%	491
2023 Q2	$8.29K	Buy	762 +2	+0.3%	+$34	﹤0.01%	559
2023 Q1	$17.5K	Hold	760	–	–	﹤0.01%	448
2022 Q4	$17.4K	Buy	760 +2	+0.3%	+$45	﹤0.01%	429
2022 Q3	$16K	Sell	758 -346	-31%	-$8.15K	﹤0.01%	430
2022 Q2	$28K	Buy	+1,104	New	+$32.1K	0.01%	336

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 $5.72T AUM 30.48% 1-Year Est. Return

E3F

Eight 31 Financial Midland, Texas $166M AUM 8.23% 1-Year Est. Return

ACG

Aventail Capital Group New York $2.09B AUM 43.81% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SOA Wealth Advisors's HPK Position: Q4 2023 in Review

SOA Wealth Advisors sold out of HighPeak Energy (HPK) in Q4 2023, closing a stake of 763 shares — an estimated $12.9K sold.

SOA Wealth Advisors first reported a position in HPK in Q2 2022 and held it in 6 quarters. The position peaked at $28K in Q2 2022. 107 funds tracked by Wall St. Rank hold HPK as of Q4 2023.

SOA Wealth Advisors reported no remaining HighPeak Energy position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 763 HighPeak Energy shares in Q4 2023, an estimated $12.9K.
SOA Wealth Advisors first reported a position in HighPeak Energy in Q2 2022 and held it in 6 quarters.
SOA Wealth Advisors's HighPeak Energy position peaked at $28K in Q2 2022.
107 funds tracked by Wall St. Rank held HighPeak Energy as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.