Advisory Research’s Vital Energy VTLE Stock Holding History

Advisory Research’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,594	Closed	-$414K	–	404
2022 Q3	$414K	Buy	+6,594	New	+$469K	0.04%	255

Other funds holding VTLE

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Advisory Research's VTLE Position: Q4 2022 in Review

Advisory Research sold out of Vital Energy (VTLE) in Q4 2022, closing a stake of 6,594 shares — an estimated $414K sold.

Advisory Research first reported a position in VTLE in Q3 2022 and held it in 1 quarter. The position peaked at $414K in Q3 2022. 173 funds tracked by Wall St. Rank hold VTLE as of Q4 2022.

Advisory Research reported no remaining Vital Energy position as of Q4 2022 after selling out during the quarter.
Advisory Research sold 6,594 Vital Energy shares in Q4 2022, an estimated $414K.
Advisory Research first reported a position in Vital Energy in Q3 2022 and held it in 1 quarter.
Advisory Research's Vital Energy position peaked at $414K in Q3 2022.
173 funds tracked by Wall St. Rank held Vital Energy as of Q4 2022.

Based on Advisory Research's 13F filing for Q4 2022, filed 13 Feb 2023.