Ground Swell Capital’s Vivakor VIVK Stock Holding History

Ground Swell Capital’s Portfolio VIVK Stock Details VIVK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3	Closed	-$27.1K	–	273
2024 Q2	$27.1K	Buy	+3	New	+$16.1K	0.02%	117

Other funds holding VIVK

SSW

Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return

Inscription Capital Houston, Texas $951M AUM 23.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Ground Swell Capital's VIVK Position: Q3 2024 in Review

Ground Swell Capital sold out of Vivakor (VIVK) in Q3 2024, closing a stake of 3 shares — an estimated $27.1K sold.

Ground Swell Capital first reported a position in VIVK in Q2 2024 and held it in 1 quarter. The position peaked at $27.1K in Q2 2024. 18 funds tracked by Wall St. Rank hold VIVK as of Q3 2024.

Ground Swell Capital reported no remaining Vivakor position as of Q3 2024 after selling out during the quarter.
Ground Swell Capital sold 3 Vivakor shares in Q3 2024, an estimated $27.1K.
Ground Swell Capital first reported a position in Vivakor in Q2 2024 and held it in 1 quarter.
Ground Swell Capital's Vivakor position peaked at $27.1K in Q2 2024.
18 funds tracked by Wall St. Rank held Vivakor as of Q3 2024.

Based on Ground Swell Capital's 13F filing for Q3 2024, filed 29 Oct 2024.