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Steward Partners Investment Advisory’s HighPeak Energy HPK Stock Holding History

Steward Partners Investment Advisory’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
2022
Q4 		– Sell
-237
Closed -$5K – 3411
2022
Q3 		$5K Buy
+237
New +$5.58K ﹤0.01% 2761

Other funds holding HPK

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Steward Partners Investment Advisory's HPK Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of HighPeak Energy (HPK) in Q4 2022, closing a stake of 237 shares — an estimated $5K sold.

Steward Partners Investment Advisory first reported a position in HPK in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 84 funds tracked by Wall St. Rank hold HPK as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining HighPeak Energy position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 237 HighPeak Energy shares in Q4 2022, an estimated $5K.
  • Steward Partners Investment Advisory first reported a position in HighPeak Energy in Q3 2022 and held it in 1 quarter.
  • Steward Partners Investment Advisory's HighPeak Energy position peaked at $5K in Q3 2022.
  • 84 funds tracked by Wall St. Rank held HighPeak Energy as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.