TWA
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TCI Wealth Advisors’s Evolution Petroleum EPM Stock Holding History

TCI Wealth Advisors’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-147
Closed -$1K – 2331
2022
Q2 		$1K Sell
147
-1,741
-92% -$11.7K ﹤0.01% 2129
2022
Q1 		$13K Hold
1,888
– – ﹤0.01% 922
2021
Q4 		$10K Hold
1,888
– – ﹤0.01% 1156
2021
Q3 		$11K Sell
1,888
-56
-3% -$250 ﹤0.01% 1024
2021
Q2 		$10K Buy
1,944
+630
+48% +$2.48K ﹤0.01% 952
2021
Q1 		$4K Buy
+1,314
New +$4.53K ﹤0.01% 1359
2020
Q3 		– Sell
-330
Closed -$1K – 1564
2020
Q2 		$1K Sell
330
-174
-35% -$467 ﹤0.01% 1240
2020
Q1 		$1K Buy
504
+110
+28% +$498 ﹤0.01% 1227
2019
Q4 		$2K Buy
+394
New +$2.17K ﹤0.01% 1133

Other funds holding EPM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return