Atria Wealth Solutions’s Vital Energy VTLE Stock Holding History

Atria Wealth Solutions’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
2023 Q2	–	Sell	-5,763	Closed	-$262K	–	1996
2023 Q1	$262K	Buy	+5,763	New	+$288K	﹤0.01%	1499

Other funds holding VTLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Atria Wealth Solutions's VTLE Position: Q2 2023 in Review

Atria Wealth Solutions sold out of Vital Energy (VTLE) in Q2 2023, closing a stake of 5,763 shares — an estimated $262K sold.

Atria Wealth Solutions first reported a position in VTLE in Q1 2023 and held it in 1 quarter. The position peaked at $262K in Q1 2023. 188 funds tracked by Wall St. Rank hold VTLE as of Q2 2023.

Atria Wealth Solutions reported no remaining Vital Energy position as of Q2 2023 after selling out during the quarter.
Atria Wealth Solutions sold 5,763 Vital Energy shares in Q2 2023, an estimated $262K.
Atria Wealth Solutions first reported a position in Vital Energy in Q1 2023 and held it in 1 quarter.
Atria Wealth Solutions's Vital Energy position peaked at $262K in Q1 2023.
188 funds tracked by Wall St. Rank held Vital Energy as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.