TCI Wealth Advisors’s HighPeak Energy HPK Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-820	Closed	-$18.9K	–	1091
2023 Q1	$18.9K	Buy	820 +164	+25%	+$4.18K	﹤0.01%	741
2022 Q4	$15K	Hold	656	–	–	﹤0.01%	835
2022 Q3	$14K	Hold	656	–	–	﹤0.01%	830
2022 Q2	$17K	Sell	656 -329	-33%	-$9.58K	﹤0.01%	703
2022 Q1	$22K	Hold	985	–	–	﹤0.01%	654
2021 Q4	$14K	Buy	+985	New	+$13.3K	﹤0.01%	917

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

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

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

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

TCI Wealth Advisors sold out of HighPeak Energy (HPK) in Q2 2023, closing a stake of 820 shares — an estimated $18.9K sold.

TCI Wealth Advisors first reported a position in HPK in Q4 2021 and held it in 6 quarters. The position peaked at $22K in Q1 2022. 90 funds tracked by Wall St. Rank hold HPK as of Q2 2023.

TCI Wealth Advisors reported no remaining HighPeak Energy position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 820 HighPeak Energy shares in Q2 2023, an estimated $18.9K.
TCI Wealth Advisors first reported a position in HighPeak Energy in Q4 2021 and held it in 6 quarters.
TCI Wealth Advisors's HighPeak Energy position peaked at $22K in Q1 2022.
90 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2023.

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