Janney Montgomery Scott
VTLE

Janney Montgomery Scott’s Vital Energy VTLE Stock Holding History

Janney Montgomery Scott’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
-9,144
Closed -$246K – 2862
2024
Q3 		$246K Buy
+9,144
New +$338K ﹤0.01% 2410
2022
Q3 		– Sell
-11,002
Closed -$882K – 2612
2022
Q2 		$882K Buy
+11,002
New +$883K ﹤0.01% 1315

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott's VTLE Position: Q4 2024 in Review

Janney Montgomery Scott sold out of Vital Energy (VTLE) in Q4 2024, closing a stake of 9,144 shares — an estimated $246K sold.

Janney Montgomery Scott first reported a position in VTLE in Q2 2022 and held it in 2 quarters. The position peaked at $882K in Q2 2022. 230 funds tracked by Wall St. Rank hold VTLE as of Q4 2024.

  • Janney Montgomery Scott reported no remaining Vital Energy position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,144 Vital Energy shares in Q4 2024, an estimated $246K.
  • Janney Montgomery Scott first reported a position in Vital Energy in Q2 2022 and held it in 2 quarters.
  • Janney Montgomery Scott's Vital Energy position peaked at $882K in Q2 2022.
  • 230 funds tracked by Wall St. Rank held Vital Energy as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.