AJ Wealth Strategies’s Vital Energy VTLE Stock Holding History

AJ Wealth Strategies’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 Q1	–	Sell	-4,137	Closed	-$249K	–	338
2021 Q4	$249K	Buy	+4,137	New	+$292K	0.01%	261

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

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

AJ Wealth Strategies's VTLE Position: Q1 2022 in Review

AJ Wealth Strategies sold out of Vital Energy (VTLE) in Q1 2022, closing a stake of 4,137 shares — an estimated $249K sold.

AJ Wealth Strategies first reported a position in VTLE in Q4 2021 and held it in 1 quarter. The position peaked at $249K in Q4 2021. 205 funds tracked by Wall St. Rank hold VTLE as of Q1 2022.

AJ Wealth Strategies reported no remaining Vital Energy position as of Q1 2022 after selling out during the quarter.
AJ Wealth Strategies sold 4,137 Vital Energy shares in Q1 2022, an estimated $249K.
AJ Wealth Strategies first reported a position in Vital Energy in Q4 2021 and held it in 1 quarter.
AJ Wealth Strategies's Vital Energy position peaked at $249K in Q4 2021.
205 funds tracked by Wall St. Rank held Vital Energy as of Q1 2022.

Based on AJ Wealth Strategies's 13F filing for Q1 2022, filed 13 May 2022.