Lake Point Wealth Management’s Vital Energy VTLE Stock Holding History

Lake Point Wealth 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
2022 Q2	$16K	Hold	235	–	–	0.01%	132
2022 Q1	$19K	Hold	235	–	–	0.01%	114
2021 Q4	$14K	Hold	235	–	–	0.01%	144
2021 Q3	$19K	Hold	235	–	–	0.01%	110
2021 Q2	$22K	Buy	+235	New	+$12.1K	0.01%	112
2020 Q1	–	Sell	-236	Closed	-$14K	–	472
2019 Q4	$14K	Buy	+236	New	+$11.4K	﹤0.01%	241
2019 Q2	$14K	Hold	236	–	–	﹤0.01%	287
2019 Q1	$14K	Hold	236	–	–	﹤0.01%	287
2018 Q4	$17K	Buy	+236	New	+$24.8K	0.01%	375

Other funds holding VTLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

ACG

Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lake Point Wealth Management's VTLE Position: Q2 2022 in Review

Lake Point Wealth Management held its Vital Energy (VTLE) position steady in Q2 2022 at 235 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #132.

Lake Point Wealth Management first reported a position in VTLE in Q4 2018 and has held it in 9 quarters since. The position peaked at $22K in Q2 2021. 209 funds tracked by Wall St. Rank hold VTLE as of Q2 2022.

Lake Point Wealth Management held 235 shares of Vital Energy worth $16K as of Q2 2022.
Lake Point Wealth Management left its Vital Energy share count unchanged in Q2 2022.
Vital Energy made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #132 holding.
Lake Point Wealth Management first reported a position in Vital Energy in Q4 2018 and has held it in 9 quarters since.
Lake Point Wealth Management's Vital Energy position peaked at $22K in Q2 2021.
209 funds tracked by Wall St. Rank held Vital Energy as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.