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C.M. Bidwell & Associates’s Vitesse Energy VTS Stock Holding History

C.M. Bidwell & Associates’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
Q2 		– Sell
-525
Closed -$9.99K – 583
2023
Q1 		$9.99K Buy
+525
New +$9.05K 0.01% 366

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

C.M. Bidwell & Associates's VTS Position: Q2 2023 in Review

C.M. Bidwell & Associates sold out of Vitesse Energy (VTS) in Q2 2023, closing a stake of 525 shares — an estimated $9.99K sold.

C.M. Bidwell & Associates first reported a position in VTS in Q1 2023 and held it in 1 quarter. The position peaked at $9.99K in Q1 2023. 215 funds tracked by Wall St. Rank hold VTS as of Q2 2023.

  • C.M. Bidwell & Associates reported no remaining Vitesse Energy position as of Q2 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 525 Vitesse Energy shares in Q2 2023, an estimated $9.99K.
  • C.M. Bidwell & Associates first reported a position in Vitesse Energy in Q1 2023 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Vitesse Energy position peaked at $9.99K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.