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TCI Wealth Advisors’s Empire Petroleum EP Stock Holding History

TCI Wealth Advisors’s Portfolio EP Stock Details EP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,313
Closed -$16.3K – 830
2023
Q1 		$16.3K Buy
1,313
+525
+67% +$6.65K ﹤0.01% 811
2022
Q4 		$9.69K Sell
788
-495
-39% -$6.88K ﹤0.01% 1093
2022
Q3 		$17K Buy
1,283
+536
+72% +$6.7K ﹤0.01% 726
2022
Q2 		$9K Buy
+747
New +$15K ﹤0.01% 1067

Other funds holding EP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCI Wealth Advisors's EP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Empire Petroleum (EP) in Q2 2023, closing a stake of 1,313 shares — an estimated $16.3K sold.

TCI Wealth Advisors first reported a position in EP in Q2 2022 and held it in 4 quarters. The position peaked at $17K in Q3 2022. 33 funds tracked by Wall St. Rank hold EP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Empire Petroleum position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,313 Empire Petroleum shares in Q2 2023, an estimated $16.3K.
  • TCI Wealth Advisors first reported a position in Empire Petroleum in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Empire Petroleum position peaked at $17K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held Empire Petroleum as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.