IAIM
VTLE

International Assets Investment Management’s Vital Energy VTLE Stock Holding History

International Assets Investment Management’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-75
Closed -$2.02K – 1941
2024
Q3 		$2.02K Hold
75
– – ﹤0.01% 1701
2024
Q2 		$3.36K Buy
+75
New +$3.74K ﹤0.01% 1924
2023
Q2 		– Sell
-560
Closed -$25.5K – 1113
2023
Q1 		$25.5K Buy
+560
New +$28K ﹤0.01% 768

Other funds holding VTLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CM
Condire Management Dallas, Texas $942M AUM 83.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

International Assets Investment Management's VTLE Position: Q4 2024 in Review

International Assets Investment Management sold out of Vital Energy (VTLE) in Q4 2024, closing a stake of 75 shares — an estimated $2.02K sold.

International Assets Investment Management first reported a position in VTLE in Q1 2023 and held it in 3 quarters. The position peaked at $25.5K in Q1 2023. 230 funds tracked by Wall St. Rank hold VTLE as of Q4 2024.

  • International Assets Investment Management reported no remaining Vital Energy position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 75 Vital Energy shares in Q4 2024, an estimated $2.02K.
  • International Assets Investment Management first reported a position in Vital Energy in Q1 2023 and held it in 3 quarters.
  • International Assets Investment Management's Vital Energy position peaked at $25.5K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Vital Energy as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.