Clearstead Advisors’s Vermilion Energy VET Stock Holding History

Clearstead Advisors’s Portfolio VET Stock Details VET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-37	Closed	-$655	–	1434
2022 Q4	$655	Buy	+37	New	+$752	﹤0.01%	1205

Other funds holding VET

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clearstead Advisors's VET Position: Q1 2023 in Review

Clearstead Advisors sold out of Vermilion Energy (VET) in Q1 2023, closing a stake of 37 shares — an estimated $655 sold.

Clearstead Advisors first reported a position in VET in Q4 2022 and held it in 1 quarter. The position peaked at $655 in Q4 2022. 159 funds tracked by Wall St. Rank hold VET as of Q1 2023.

Clearstead Advisors reported no remaining Vermilion Energy position as of Q1 2023 after selling out during the quarter.
Clearstead Advisors sold 37 Vermilion Energy shares in Q1 2023, an estimated $655.
Clearstead Advisors first reported a position in Vermilion Energy in Q4 2022 and held it in 1 quarter.
Clearstead Advisors's Vermilion Energy position peaked at $655 in Q4 2022.
159 funds tracked by Wall St. Rank held Vermilion Energy as of Q1 2023.

Based on Clearstead Advisors's 13F filing for Q1 2023, filed 9 May 2023.