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TCI Wealth Advisors’s Riley Exploration Permian REPX Stock Holding History

TCI Wealth Advisors’s Portfolio REPX Stock Details REPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-484
Closed -$18.4K – 1772
2023
Q1 		$18.4K Hold
484
– – ﹤0.01% 756
2022
Q4 		$14.2K Hold
484
– – ﹤0.01% 853
2022
Q3 		$9K Buy
+484
New +$11.9K ﹤0.01% 1097

Other funds holding REPX

BEP
Bluescape Energy Partners Dallas, Texas $322M AUM 18.33% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
YEPV
Yorktown Energy Partners VIII New York $52.9M AUM 30% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Riley Exploration Permian (REPX) in Q2 2023, closing a stake of 484 shares — an estimated $18.4K sold.

TCI Wealth Advisors first reported a position in REPX in Q3 2022 and held it in 3 quarters. The position peaked at $18.4K in Q1 2023. 84 funds tracked by Wall St. Rank hold REPX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Riley Exploration Permian position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 484 Riley Exploration Permian shares in Q2 2023, an estimated $18.4K.
  • TCI Wealth Advisors first reported a position in Riley Exploration Permian in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Riley Exploration Permian position peaked at $18.4K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Riley Exploration Permian as of Q2 2023.

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