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Total Clarity Wealth Management’s Evolution Petroleum EPM Stock Holding History

Total Clarity Wealth Management’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
Q1 		– Sell
-1,200
Closed -$6K – 404
2021
Q4 		$6K Hold
1,200
– – ﹤0.01% 778
2021
Q3 		$7K Buy
+1,200
New +$5.36K ﹤0.01% 753
2021
Q2 		– Sell
-2,000
Closed -$7K – 343
2021
Q1 		$7K Buy
+2,000
New +$6.89K ﹤0.01% 614

Other funds holding EPM

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
River Road Asset Management
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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.2B AUM 25.24% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Total Clarity Wealth Management's EPM Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of Evolution Petroleum (EPM) in Q1 2022, closing a stake of 1,200 shares — an estimated $6K sold.

Total Clarity Wealth Management first reported a position in EPM in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 87 funds tracked by Wall St. Rank hold EPM as of Q1 2022.

  • Total Clarity Wealth Management reported no remaining Evolution Petroleum position as of Q1 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,200 Evolution Petroleum shares in Q1 2022, an estimated $6K.
  • Total Clarity Wealth Management first reported a position in Evolution Petroleum in Q1 2021 and held it in 3 quarters.
  • Total Clarity Wealth Management's Evolution Petroleum position peaked at $7K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.