Cambridge Investment Research Advisors
VTNR

Cambridge Investment Research Advisors’s Vertex Energy, Inc VTNR Stock Holding History

Cambridge Investment Research Advisors’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
-90,217
Closed -$10K – 3641
2024
Q3 		$10K Hold
90,217
– – ﹤0.01% 3393
2024
Q2 		$85K Sell
90,217
-65,239
-42% -$76.6K ﹤0.01% 3177
2024
Q1 		$218K Sell
155,456
-200
-0.1% -$319 ﹤0.01% 2961
2023
Q4 		$528K Sell
155,656
-1,000
-0.6% -$3.92K ﹤0.01% 2136
2023
Q3 		$697K Buy
156,656
+2,239
+1% +$11.5K ﹤0.01% 1819
2023
Q2 		$965K Sell
154,417
-5,450
-3% -$38.4K ﹤0.01% 1636
2023
Q1 		$1.58M Buy
159,867
+26,450
+20% +$210K 0.01% 1270
2022
Q4 		$827K Hold
133,417
– – ﹤0.01% 1643
2022
Q3 		$831K Hold
133,417
– – ﹤0.01% 1600
2022
Q2 		$1.4M Buy
133,417
+33,417
+33% +$396K 0.01% 1233
2022
Q1 		$994K Hold
100,000
– – ﹤0.01% 1578
2021
Q4 		$453K Hold
100,000
– – ﹤0.01% 2185
2021
Q3 		$524K Hold
100,000
– – ﹤0.01% 2015
2021
Q2 		$1.32M Hold
100,000
– – 0.01% 1343
2021
Q1 		$141K Hold
100,000
– – ﹤0.01% 2708
2020
Q4 		$71K Hold
100,000
– – ﹤0.01% 2633
2020
Q3 		$50K Hold
100,000
– – ﹤0.01% 2447
2020
Q2 		$71K Hold
100,000
– – ﹤0.01% 2356
2020
Q1 		$60K Buy
+100,000
New +$124K ﹤0.01% 2171

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 $2.74B AUM 26.51% 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 $1.33B AUM 47.35% 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

Cambridge Investment Research Advisors's VTNR Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 90,217 shares — an estimated $10K sold.

Cambridge Investment Research Advisors first reported a position in VTNR in Q1 2020 and held it in 19 quarters. The position peaked at $1.58M in Q1 2023. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 90,217 Vertex Energy, Inc shares in Q4 2024, an estimated $10K.
  • Cambridge Investment Research Advisors first reported a position in Vertex Energy, Inc in Q1 2020 and held it in 19 quarters.
  • Cambridge Investment Research Advisors's Vertex Energy, Inc position peaked at $1.58M in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.