LWAC
VTLE

Laurel Wealth Advisors (California)’s Vital Energy VTLE Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$238K Buy
4,620
+400
+9% +$24.7K 0.02% 580
2022
Q3 		$265K Buy
4,220
+500
+13% +$35.6K 0.03% 522
2022
Q2 		$256K Buy
+3,720
New +$298K 0.03% 549

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VTLE Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Vital Energy (VTLE) stake by 9.5% in Q4 2022, buying an estimated $24.7K and bringing the position to 4,620 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #580.

Laurel Wealth Advisors (California) first reported a position in VTLE in Q2 2022 and has held it in 3 quarters since. The position peaked at $265K in Q3 2022. 173 funds tracked by Wall St. Rank hold VTLE as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,620 shares of Vital Energy worth $238K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 400 Vital Energy shares in Q4 2022, an estimated $24.7K.
  • Vital Energy made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #580 holding.
  • Laurel Wealth Advisors (California) first reported a position in Vital Energy in Q2 2022 and has held it in 3 quarters since.
  • Laurel Wealth Advisors (California)'s Vital Energy position peaked at $265K in Q3 2022.
  • 173 funds tracked by Wall St. Rank held Vital Energy as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.