Iron Horse Wealth Management’s Viper Energy VNOM Stock Holding History

Iron Horse Wealth Management’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
2023 Q2	–	Sell	-219	Closed	-$6.15K	–	353
2023 Q1	$6.15K	Buy	219 +3	+1%	+$90	﹤0.01%	183
2022 Q4	$7K	Buy	216 +4	+2%	+$129	﹤0.01%	140
2022 Q3	$6K	Buy	212 +5	+2%	+$146	0.01%	101
2022 Q2	$6K	Buy	207 +4	+2%	+$122	﹤0.01%	144
2022 Q1	$6K	Buy	203 +3	+2%	+$83	﹤0.01%	152
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	158
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	144
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	147
2021 Q1	$3K	Hold	200	–	–	﹤0.01%	143
2020 Q4	$2K	Buy	+200	New	+$1.94K	﹤0.01%	150

Other funds holding VNOM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Iron Horse Wealth Management's VNOM Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of Viper Energy (VNOM) in Q2 2023, closing a stake of 219 shares — an estimated $6.15K sold.

Iron Horse Wealth Management first reported a position in VNOM in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2022. 190 funds tracked by Wall St. Rank hold VNOM as of Q2 2023.

Iron Horse Wealth Management reported no remaining Viper Energy position as of Q2 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 219 Viper Energy shares in Q2 2023, an estimated $6.15K.
Iron Horse Wealth Management first reported a position in Viper Energy in Q4 2020 and held it in 10 quarters.
Iron Horse Wealth Management's Viper Energy position peaked at $7K in Q4 2022.
190 funds tracked by Wall St. Rank held Viper Energy as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.