IA
VTNR

IFP Advisors’s Vertex Energy, Inc VTNR Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-500
Closed -$1K – 4530
2022
Q4 		$1K Sell
500
-275
-35% -$2.05K ﹤0.01% 4540
2022
Q3 		$2K Hold
775
– – ﹤0.01% 4443
2022
Q2 		$2K Hold
775
– – ﹤0.01% 4226
2022
Q1 		$2K Buy
+775
New +$4.74K ﹤0.01% 4224

Other funds holding VTNR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

IFP Advisors's VTNR Position: Q1 2023 in Review

IFP Advisors sold out of Vertex Energy, Inc (VTNR) in Q1 2023, closing a stake of 500 shares — an estimated $1K sold.

IFP Advisors first reported a position in VTNR in Q1 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 152 funds tracked by Wall St. Rank hold VTNR as of Q1 2023.

  • IFP Advisors reported no remaining Vertex Energy, Inc position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 500 Vertex Energy, Inc shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in Vertex Energy, Inc in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Vertex Energy, Inc position peaked at $2K in Q3 2022.
  • 152 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.