AW
VTNR

Avion Wealth’s Vertex Energy, Inc VTNR Stock Holding History

Avion Wealth’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
-10,000
Closed -$1K – 1341
2024
Q3 		$1K Buy
+10,000
New +$5.53K ﹤0.01% 950
2023
Q2 		– Sell
-465
Closed -$2K – 1085
2023
Q1 		$2K Hold
465
– – ﹤0.01% 407
2022
Q4 		$2K Hold
465
– – ﹤0.01% 392
2022
Q3 		$3K Hold
465
– – ﹤0.01% 380
2022
Q2 		$5K Hold
465
– – ﹤0.01% 337
2022
Q1 		$5K Hold
465
– – ﹤0.01% 297
2021
Q4 		$2K Hold
465
– – ﹤0.01% 344
2021
Q3 		$2K Hold
465
– – ﹤0.01% 326
2021
Q2 		$6K Buy
+465
New +$1.93K ﹤0.01% 265

Other funds holding VTNR

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 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 $591M AUM 71.09% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Avion Wealth's VTNR Position: Q4 2024 in Review

Avion Wealth sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 10,000 shares — an estimated $1K sold.

Avion Wealth first reported a position in VTNR in Q2 2021 and held it in 9 quarters. The position peaked at $6K in Q2 2021. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Avion Wealth reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Avion Wealth sold 10,000 Vertex Energy, Inc shares in Q4 2024, an estimated $1K.
  • Avion Wealth first reported a position in Vertex Energy, Inc in Q2 2021 and held it in 9 quarters.
  • Avion Wealth's Vertex Energy, Inc position peaked at $6K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Avion Wealth's 13F filing for Q4 2024, filed 29 Jan 2025.