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United Capital Financial Advisors’s W&T Offshore WTI Stock Holding History

United Capital Financial Advisors’s Portfolio WTI Stock Details WTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,465
Closed -$43.9K – 1127
2023
Q4 		$43.9K Buy
+13,465
New +$49.7K ﹤0.01% 1056

Other funds holding WTI

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
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

United Capital Financial Advisors's WTI Position: Q1 2024 in Review

United Capital Financial Advisors sold out of W&T Offshore (WTI) in Q1 2024, closing a stake of 13,465 shares — an estimated $43.9K sold.

United Capital Financial Advisors first reported a position in WTI in Q4 2023 and held it in 1 quarter. The position peaked at $43.9K in Q4 2023. 146 funds tracked by Wall St. Rank hold WTI as of Q1 2024.

  • United Capital Financial Advisors reported no remaining W&T Offshore position as of Q1 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 13,465 W&T Offshore shares in Q1 2024, an estimated $43.9K.
  • United Capital Financial Advisors first reported a position in W&T Offshore in Q4 2023 and held it in 1 quarter.
  • United Capital Financial Advisors's W&T Offshore position peaked at $43.9K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2024.

Based on United Capital Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.