GI
VTNR

Gradient Investments’s Vertex Energy, Inc VTNR Stock Holding History

Gradient Investments’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
-273
Closed -$258 – 1368
2024
Q2 		$258 Hold
273
– – ﹤0.01% 1251
2024
Q1 		$382 Hold
273
– – ﹤0.01% 1051
2023
Q4 		$925 Hold
273
– – ﹤0.01% 1449
2023
Q3 		$1.22K Hold
273
– – ﹤0.01% 1314
2023
Q2 		$1.71K Hold
273
– – ﹤0.01% 1201
2023
Q1 		$2.7K Buy
+273
New +$2.17K ﹤0.01% 1071

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

Gradient Investments's VTNR Position: Q3 2024 in Review

Gradient Investments sold out of Vertex Energy, Inc (VTNR) in Q3 2024, closing a stake of 273 shares — an estimated $258 sold.

Gradient Investments first reported a position in VTNR in Q1 2023 and held it in 6 quarters. The position peaked at $2.7K in Q1 2023. 61 funds tracked by Wall St. Rank hold VTNR as of Q3 2024.

  • Gradient Investments reported no remaining Vertex Energy, Inc position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 273 Vertex Energy, Inc shares in Q3 2024, an estimated $258.
  • Gradient Investments first reported a position in Vertex Energy, Inc in Q1 2023 and held it in 6 quarters.
  • Gradient Investments's Vertex Energy, Inc position peaked at $2.7K in Q1 2023.
  • 61 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.