ZIM
WTI icon

Zacks Investment Management’s W&T Offshore WTI Stock Holding History

Zacks Investment Management’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
2022
Q1 		– Sell
-10,601
Closed -$34K – 675
2021
Q4 		$34K Sell
10,601
-11,611
-52% -$44.7K ﹤0.01% 596
2021
Q3 		$83K Buy
22,212
+10,047
+83% +$35.9K ﹤0.01% 587
2021
Q2 		$59K Buy
+12,165
New +$47K ﹤0.01% 565
2018
Q4 		– Sell
-16,774
Closed -$162K – 595
2018
Q3 		$162K Buy
+16,774
New +$121K ﹤0.01% 493
2017
Q3 		– Sell
-66,916
Closed -$131K – 666
2017
Q2 		$131K Buy
66,916
+27,270
+69% +$59.4K ﹤0.01% 563
2017
Q1 		$110K Sell
39,646
-46,101
-54% -$132K ﹤0.01% 623
2016
Q4 		$238K Buy
+85,747
New +$159K 0.01% 560

Other funds holding WTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Zacks Investment Management's WTI Position: Q1 2022 in Review

Zacks Investment Management sold out of W&T Offshore (WTI) in Q1 2022, closing a stake of 10,601 shares — an estimated $34K sold.

Zacks Investment Management first reported a position in WTI in Q4 2016 and held it in 7 quarters. The position peaked at $238K in Q4 2016. 146 funds tracked by Wall St. Rank hold WTI as of Q1 2022.

  • Zacks Investment Management reported no remaining W&T Offshore position as of Q1 2022 after selling out during the quarter.
  • Zacks Investment Management sold 10,601 W&T Offshore shares in Q1 2022, an estimated $34K.
  • Zacks Investment Management first reported a position in W&T Offshore in Q4 2016 and held it in 7 quarters.
  • Zacks Investment Management's W&T Offshore position peaked at $238K in Q4 2016.
  • 146 funds tracked by Wall St. Rank held W&T Offshore as of Q1 2022.

Based on Zacks Investment Management's 13F filing for Q1 2022, filed 13 May 2022.