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Capital Performance Advisors’s Vitesse Energy VTS Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-69
Closed -$1.66K – 2649
2024
Q3 		$1.66K Buy
+69
New +$1.7K ﹤0.01% 1660

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
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
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Performance Advisors's VTS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Vitesse Energy (VTS) in Q4 2024, closing a stake of 69 shares — an estimated $1.66K sold.

Capital Performance Advisors first reported a position in VTS in Q3 2024 and held it in 1 quarter. The position peaked at $1.66K in Q3 2024. 236 funds tracked by Wall St. Rank hold VTS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Vitesse Energy position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 69 Vitesse Energy shares in Q4 2024, an estimated $1.66K.
  • Capital Performance Advisors first reported a position in Vitesse Energy in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Vitesse Energy position peaked at $1.66K in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Vitesse Energy as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.