KFP
VTLE

KB Financial Partners’s Vital Energy VTLE Stock Holding History

KB Financial Partners’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
2023
Q3 		$582K Buy
10,495
+106
+1% +$5.69K 0.17% 77
2023
Q2 		$469K Buy
+10,389
New +$470K 0.13% 101

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

KB Financial Partners's VTLE Position: Q3 2023 in Review

KB Financial Partners increased its Vital Energy (VTLE) stake by 1% in Q3 2023, buying an estimated $5.69K and bringing the position to 10,495 shares worth $582K. The position accounts for 0.17% of the portfolio, ranked #77.

KB Financial Partners first reported a position in VTLE in Q2 2023 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold VTLE as of Q3 2023.

  • KB Financial Partners held 10,495 shares of Vital Energy worth $582K as of Q3 2023.
  • KB Financial Partners bought 106 Vital Energy shares in Q3 2023, an estimated $5.69K.
  • Vital Energy made up 0.17% of KB Financial Partners's portfolio in Q3 2023, its #77 holding.
  • KB Financial Partners first reported a position in Vital Energy in Q2 2023 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Vital Energy as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.