AWS
VTNR

Atria Wealth Solutions’s Vertex Energy, Inc VTNR Stock Holding History

Atria Wealth Solutions’s Portfolio VTNR Stock Details VTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-337,640
Closed -$39K – 2124
2024
Q3 		$39K Buy
337,640
+26,500
+9% +$14.7K ﹤0.01% 1896
2024
Q2 		$294K Sell
311,140
-1,502
-0.5% -$1.76K ﹤0.01% 1520
2024
Q1 		$438K Buy
312,642
+52,100
+20% +$83.1K ﹤0.01% 1326
2023
Q4 		$883K Sell
260,542
-1,500
-0.6% -$5.89K 0.01% 920
2023
Q3 		$1.17M Buy
262,042
+28,220
+12% +$145K 0.02% 745
2023
Q2 		$1.46M Hold
233,822
– – 0.02% 688
2023
Q1 		$2.31M Sell
233,822
-2,000
-0.8% -$15.9K 0.03% 497
2022
Q4 		$1.46M Sell
235,822
-2,300
-1% -$17.2K 0.02% 613
2022
Q3 		$1.48M Sell
238,122
-8,000
-3% -$73.2K 0.03% 590
2022
Q2 		$2.59M Sell
246,122
-57,000
-19% -$676K 0.05% 372
2022
Q1 		$3.01M Buy
+303,122
New +$1.85M 0.05% 371

Other funds holding VTNR

XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.73B AUM 32.21% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
CFM
Catalyst Funds Management Sydney NSW, Australia $1.78B AUM 107.3% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Atria Wealth Solutions's VTNR Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 337,640 shares — an estimated $39K sold.

Atria Wealth Solutions first reported a position in VTNR in Q1 2022 and held it in 11 quarters. The position peaked at $3.01M in Q1 2022. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 337,640 Vertex Energy, Inc shares in Q4 2024, an estimated $39K.
  • Atria Wealth Solutions first reported a position in Vertex Energy, Inc in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Vertex Energy, Inc position peaked at $3.01M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.