WR Wealth Planners’s VOC Energy VOC Stock Holding History

WR Wealth Planners’s Portfolio VOC Stock Details VOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,000	Closed	-$18.1K	–	1223
2024 Q1	$18.1K	Buy	+3,000	New	+$20.2K	0.01%	471
2023 Q4	–	Sell	-3,000	Closed	-$29.3K	–	843
2023 Q3	$29.3K	Hold	3,000	–	–	0.01%	383
2023 Q2	$23.8K	Hold	3,000	–	–	0.01%	408
2023 Q1	$24.8K	Buy	+3,000	New	+$27.2K	0.01%	398

Other funds holding VOC

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WR Wealth Planners's VOC Position: Q2 2024 in Review

WR Wealth Planners sold out of VOC Energy (VOC) in Q2 2024, closing a stake of 3,000 shares — an estimated $18.1K sold.

WR Wealth Planners first reported a position in VOC in Q1 2023 and held it in 4 quarters. The position peaked at $29.3K in Q3 2023. 23 funds tracked by Wall St. Rank hold VOC as of Q2 2024.

WR Wealth Planners reported no remaining VOC Energy position as of Q2 2024 after selling out during the quarter.
WR Wealth Planners sold 3,000 VOC Energy shares in Q2 2024, an estimated $18.1K.
WR Wealth Planners first reported a position in VOC Energy in Q1 2023 and held it in 4 quarters.
WR Wealth Planners's VOC Energy position peaked at $29.3K in Q3 2023.
23 funds tracked by Wall St. Rank held VOC Energy as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.