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SOA Wealth Advisors’s Teekay Tankers TNK Stock Holding History

SOA Wealth Advisors’s Portfolio TNK Stock Details TNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,752
Closed -$87.5K – 926
2023
Q4 		$87.5K Hold
1,752
– – 0.02% 248
2023
Q3 		$72.9K Hold
1,752
– – 0.02% 252
2023
Q2 		$67K Hold
1,752
– – 0.02% 265
2023
Q1 		$75.2K Hold
1,752
– – 0.02% 247
2022
Q4 		$54K Hold
1,752
– – 0.01% 274
2022
Q3 		$48K Hold
1,752
– – 0.01% 270
2022
Q2 		$30K Hold
1,752
– – 0.01% 323
2022
Q1 		$24K Hold
1,752
– – 0.01% 434
2021
Q4 		$18K Hold
1,752
– – ﹤0.01% 462
2021
Q3 		$25K Buy
+1,752
New +$21.5K 0.01% 416

Other funds holding TNK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SOA Wealth Advisors's TNK Position: Q1 2024 in Review

SOA Wealth Advisors sold out of Teekay Tankers (TNK) in Q1 2024, closing a stake of 1,752 shares — an estimated $87.5K sold.

SOA Wealth Advisors first reported a position in TNK in Q3 2021 and held it in 10 quarters. The position peaked at $87.5K in Q4 2023. 196 funds tracked by Wall St. Rank hold TNK as of Q1 2024.

  • SOA Wealth Advisors reported no remaining Teekay Tankers position as of Q1 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,752 Teekay Tankers shares in Q1 2024, an estimated $87.5K.
  • SOA Wealth Advisors first reported a position in Teekay Tankers in Q3 2021 and held it in 10 quarters.
  • SOA Wealth Advisors's Teekay Tankers position peaked at $87.5K in Q4 2023.
  • 196 funds tracked by Wall St. Rank held Teekay Tankers as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.