Wealth Architects’s Ring Energy REI Stock Holding History

Wealth Architects’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
2024 Q2	–	Sell	-22,464	Closed	-$44K	–	217
2024 Q1	$44K	Buy	+22,464	New	+$33.4K	0.01%	209

Other funds holding REI

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Wealth Architects's REI Position: Q2 2024 in Review

Wealth Architects sold out of Ring Energy (REI) in Q2 2024, closing a stake of 22,464 shares — an estimated $44K sold.

Wealth Architects first reported a position in REI in Q1 2024 and held it in 1 quarter. The position peaked at $44K in Q1 2024. 142 funds tracked by Wall St. Rank hold REI as of Q2 2024.

Wealth Architects reported no remaining Ring Energy position as of Q2 2024 after selling out during the quarter.
Wealth Architects sold 22,464 Ring Energy shares in Q2 2024, an estimated $44K.
Wealth Architects first reported a position in Ring Energy in Q1 2024 and held it in 1 quarter.
Wealth Architects's Ring Energy position peaked at $44K in Q1 2024.
142 funds tracked by Wall St. Rank held Ring Energy as of Q2 2024.

Based on Wealth Architects's 13F filing for Q2 2024, filed 8 Aug 2024.