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United Capital Financial Advisors’s Vaalco Energy EGY Stock Holding History

United Capital Financial Advisors’s Portfolio EGY Stock Details EGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-60,025
Closed -$272K – 916
2023
Q1 		$272K Sell
60,025
-3
-0% -$14 ﹤0.01% 847
2022
Q4 		$274K Buy
+60,028
New +$301K ﹤0.01% 903

Other funds holding EGY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FSCM
First Sabrepoint Capital Management Dallas, Texas $276M AUM 61.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

United Capital Financial Advisors's EGY Position: Q2 2023 in Review

United Capital Financial Advisors sold out of Vaalco Energy (EGY) in Q2 2023, closing a stake of 60,025 shares — an estimated $272K sold.

United Capital Financial Advisors first reported a position in EGY in Q4 2022 and held it in 2 quarters. The position peaked at $274K in Q4 2022. 146 funds tracked by Wall St. Rank hold EGY as of Q2 2023.

  • United Capital Financial Advisors reported no remaining Vaalco Energy position as of Q2 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 60,025 Vaalco Energy shares in Q2 2023, an estimated $272K.
  • United Capital Financial Advisors first reported a position in Vaalco Energy in Q4 2022 and held it in 2 quarters.
  • United Capital Financial Advisors's Vaalco Energy position peaked at $274K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Vaalco Energy as of Q2 2023.

Based on United Capital Financial Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.