IWP
VNOM icon

Icon Wealth Partners’s Viper Energy VNOM Stock Holding History

Icon Wealth Partners’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
2018
Q3 		– Sell
-1,895
Closed -$60K – 711
2018
Q2 		$60K Buy
+1,895
New +$55.3K 0.03% 340
2018
Q1 		– Sell
-2,395
Closed -$56K – 713
2017
Q4 		$56K Buy
+2,395
New +$48.5K 0.03% 394

Other funds holding VNOM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Icon Wealth Partners's VNOM Position: Q3 2018 in Review

Icon Wealth Partners sold out of Viper Energy (VNOM) in Q3 2018, closing a stake of 1,895 shares — an estimated $60K sold.

Icon Wealth Partners first reported a position in VNOM in Q4 2017 and held it in 2 quarters. The position peaked at $60K in Q2 2018. 127 funds tracked by Wall St. Rank hold VNOM as of Q3 2018.

  • Icon Wealth Partners reported no remaining Viper Energy position as of Q3 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 1,895 Viper Energy shares in Q3 2018, an estimated $60K.
  • Icon Wealth Partners first reported a position in Viper Energy in Q4 2017 and held it in 2 quarters.
  • Icon Wealth Partners's Viper Energy position peaked at $60K in Q2 2018.
  • 127 funds tracked by Wall St. Rank held Viper Energy as of Q3 2018.

Based on Icon Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.