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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 $72.6B AUM 54.88% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.58B AUM 51% 1-Year Est. Return

TCI Wealth Advisors's EPM Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Evolution Petroleum (EPM) in Q3 2022, closing a stake of 147 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in EPM in Q4 2019 and held it in 9 quarters. The position peaked at $13K in Q1 2022. 96 funds tracked by Wall St. Rank hold EPM as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Evolution Petroleum position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 147 Evolution Petroleum shares in Q3 2022, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Evolution Petroleum in Q4 2019 and held it in 9 quarters.
  • TCI Wealth Advisors's Evolution Petroleum position peaked at $13K in Q1 2022.
  • 96 funds tracked by Wall St. Rank held Evolution Petroleum as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.