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TCI Wealth Advisors’s Ring Energy REI Stock Holding History

TCI Wealth Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,793
Closed -$14.7K – 241
2024
Q4 		$14.7K Sell
10,793
-642
-6% -$964 ﹤0.01% 227
2024
Q3 		$18.3K Buy
+11,435
New +$20.4K ﹤0.01% 243
2024
Q2 		– Sell
-13,049
Closed -$25.6K – 229
2024
Q1 		$25.6K Buy
13,049
+1,334
+11% +$1.99K ﹤0.01% 217
2023
Q4 		$17.1K Buy
11,715
+1,710
+17% +$2.81K ﹤0.01% 206
2023
Q3 		$19.5K Sell
10,005
-1,829
-15% -$3.67K ﹤0.01% 193
2023
Q2 		$20.2K Sell
11,834
-4,839
-29% -$8.87K ﹤0.01% 196
2023
Q1 		$31.7K Buy
16,673
+15,195
+1,028% +$32.8K ﹤0.01% 549
2022
Q4 		$3.64K Sell
1,478
-5,387
-78% -$14.8K ﹤0.01% 1742
2022
Q3 		$16K Buy
6,865
+1,848
+37% +$5.04K ﹤0.01% 776
2022
Q2 		$13K Buy
+5,017
New +$20.8K ﹤0.01% 866

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

TCI Wealth Advisors's REI Position: Q1 2025 in Review

TCI Wealth Advisors sold out of Ring Energy (REI) in Q1 2025, closing a stake of 10,793 shares — an estimated $14.7K sold.

TCI Wealth Advisors first reported a position in REI in Q2 2022 and held it in 10 quarters. The position peaked at $31.7K in Q1 2023. 144 funds tracked by Wall St. Rank hold REI as of Q1 2025.

  • TCI Wealth Advisors reported no remaining Ring Energy position as of Q1 2025 after selling out during the quarter.
  • TCI Wealth Advisors sold 10,793 Ring Energy shares in Q1 2025, an estimated $14.7K.
  • TCI Wealth Advisors first reported a position in Ring Energy in Q2 2022 and held it in 10 quarters.
  • TCI Wealth Advisors's Ring Energy position peaked at $31.7K in Q1 2023.
  • 144 funds tracked by Wall St. Rank held Ring Energy as of Q1 2025.

Based on TCI Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.