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AXS Investments’s Vitesse Energy VTS Stock Holding History

AXS Investments’s Portfolio VTS Stock Details VTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-368
Closed -$8.42K – 438
2023
Q3 		$8.42K Hold
368
– – ﹤0.01% 356
2023
Q2 		$8.24K Hold
368
– – ﹤0.01% 409
2023
Q1 		$7K Buy
+368
New +$6.35K ﹤0.01% 364

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return

AXS Investments's VTS Position: Q4 2023 in Review

AXS Investments sold out of Vitesse Energy (VTS) in Q4 2023, closing a stake of 368 shares — an estimated $8.42K sold.

AXS Investments first reported a position in VTS in Q1 2023 and held it in 3 quarters. The position peaked at $8.42K in Q3 2023. 225 funds tracked by Wall St. Rank hold VTS as of Q4 2023.

  • AXS Investments reported no remaining Vitesse Energy position as of Q4 2023 after selling out during the quarter.
  • AXS Investments sold 368 Vitesse Energy shares in Q4 2023, an estimated $8.42K.
  • AXS Investments first reported a position in Vitesse Energy in Q1 2023 and held it in 3 quarters.
  • AXS Investments's Vitesse Energy position peaked at $8.42K in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Vitesse Energy as of Q4 2023.

Based on AXS Investments's 13F filing for Q4 2023, filed 9 Feb 2024.