HPC
VTS icon

HM Payson & Co’s Vitesse Energy VTS Stock Holding History

HM Payson & Co’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
2023
Q4 		– Sell
-97
Closed -$2.22K – 1044
2023
Q3 		$2.22K Hold
97
– – ﹤0.01% 926
2023
Q2 		$2.17K Hold
97
– – ﹤0.01% 913
2023
Q1 		$1.85K Buy
+97
New +$1.67K ﹤0.01% 928

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return

HM Payson & Co's VTS Position: Q4 2023 in Review

HM Payson & Co sold out of Vitesse Energy (VTS) in Q4 2023, closing a stake of 97 shares — an estimated $2.22K sold.

HM Payson & Co first reported a position in VTS in Q1 2023 and held it in 3 quarters. The position peaked at $2.22K in Q3 2023. 225 funds tracked by Wall St. Rank hold VTS as of Q4 2023.

  • HM Payson & Co reported no remaining Vitesse Energy position as of Q4 2023 after selling out during the quarter.
  • HM Payson & Co sold 97 Vitesse Energy shares in Q4 2023, an estimated $2.22K.
  • HM Payson & Co first reported a position in Vitesse Energy in Q1 2023 and held it in 3 quarters.
  • HM Payson & Co's Vitesse Energy position peaked at $2.22K in Q3 2023.
  • 225 funds tracked by Wall St. Rank held Vitesse Energy as of Q4 2023.

Based on HM Payson & Co's 13F filing for Q4 2023, filed 13 Feb 2024.