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IBEX Wealth Advisors’s Viper Energy VNOM Stock Holding History

IBEX Wealth Advisors’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,303
Closed -$200K – 312
2024
Q1 		$200K Buy
+6,303
New +$213K 0.05% 108
2023
Q1 		– Sell
-6,303
Closed -$200K – 177
2022
Q4 		$200K Buy
+6,303
New +$203K 0.05% 166

Other funds holding VNOM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IBEX Wealth Advisors's VNOM Position: Q2 2024 in Review

IBEX Wealth Advisors sold out of Viper Energy (VNOM) in Q2 2024, closing a stake of 6,303 shares — an estimated $200K sold.

IBEX Wealth Advisors first reported a position in VNOM in Q4 2022 and held it in 2 quarters. The position peaked at $200K in Q1 2024. 264 funds tracked by Wall St. Rank hold VNOM as of Q2 2024.

  • IBEX Wealth Advisors reported no remaining Viper Energy position as of Q2 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 6,303 Viper Energy shares in Q2 2024, an estimated $200K.
  • IBEX Wealth Advisors first reported a position in Viper Energy in Q4 2022 and held it in 2 quarters.
  • IBEX Wealth Advisors's Viper Energy position peaked at $200K in Q1 2024.
  • 264 funds tracked by Wall St. Rank held Viper Energy as of Q2 2024.

Based on IBEX Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.