CB
VTNR

Cadence Bank’s Vertex Energy, Inc VTNR Stock Holding History

Cadence Bank’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
Q3 		– Sell
-15,000
Closed -$14.2K – 343
2024
Q2 		$14.2K Hold
15,000
– – ﹤0.01% 293
2024
Q1 		$21K Hold
15,000
– – ﹤0.01% 337
2023
Q4 		$50.9K Hold
15,000
– – ﹤0.01% 328
2023
Q3 		$66.8K Hold
15,000
– – 0.01% 324
2023
Q2 		$93.8K Hold
15,000
– – 0.01% 336
2023
Q1 		$148K Hold
15,000
– – 0.01% 333
2022
Q4 		$93K Hold
15,000
– – 0.01% 328
2022
Q3 		$93K Buy
+15,000
New +$137K 0.01% 315

Other funds holding VTNR

QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Cadence Bank's VTNR Position: Q3 2024 in Review

Cadence Bank sold out of Vertex Energy, Inc (VTNR) in Q3 2024, closing a stake of 15,000 shares — an estimated $14.2K sold.

Cadence Bank first reported a position in VTNR in Q3 2022 and held it in 8 quarters. The position peaked at $148K in Q1 2023. 61 funds tracked by Wall St. Rank hold VTNR as of Q3 2024.

  • Cadence Bank reported no remaining Vertex Energy, Inc position as of Q3 2024 after selling out during the quarter.
  • Cadence Bank sold 15,000 Vertex Energy, Inc shares in Q3 2024, an estimated $14.2K.
  • Cadence Bank first reported a position in Vertex Energy, Inc in Q3 2022 and held it in 8 quarters.
  • Cadence Bank's Vertex Energy, Inc position peaked at $148K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q3 2024.

Based on Cadence Bank's 13F filing for Q3 2024, filed 13 Nov 2024.