Steward Partners Investment Advisory’s W&T Offshore WTI Stock Holding History

Steward Partners Investment Advisory’s Portfolio WTI Stock Details WTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-500	Closed	-$2K	–	3359
2021 Q2	$2K	Hold	500	–	–	﹤0.01%	6901
2021 Q1	$1.79K	Buy	+500	New	+$1.55K	﹤0.01%	3243
2020 Q4	–	Sell	-6,000	Closed	-$11K	–	3005
2020 Q3	$11K	Hold	6,000	–	–	﹤0.01%	2116
2020 Q2	$14K	Hold	6,000	–	–	﹤0.01%	1917
2020 Q1	$10K	Buy	6,000 +3,000	+100%	+$10.2K	﹤0.01%	1878
2019 Q4	$16K	Buy	+3,000	New	+$13.3K	﹤0.01%	1844
2019 Q3	–	Sell	-1,200	Closed	-$5K	–	2780
2019 Q2	$5K	Buy	+1,200	New	+$6.47K	﹤0.01%	2243

Other funds holding WTI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Anqa Management Sag Harbor, New York $66.5M AUM 36.45% 1-Year Est. Return

Steward Partners Investment Advisory's WTI Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of W&T Offshore (WTI) in Q3 2021, closing a stake of 500 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in WTI in Q2 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2019. 121 funds tracked by Wall St. Rank hold WTI as of Q3 2021.

Steward Partners Investment Advisory reported no remaining W&T Offshore position as of Q3 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 500 W&T Offshore shares in Q3 2021, an estimated $2K.
Steward Partners Investment Advisory first reported a position in W&T Offshore in Q2 2019 and held it in 7 quarters.
Steward Partners Investment Advisory's W&T Offshore position peaked at $16K in Q4 2019.
121 funds tracked by Wall St. Rank held W&T Offshore as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.