LAS
VIVK

Lloyd Advisory Services’s Vivakor VIVK Stock Holding History

Lloyd Advisory Services’s Portfolio VIVK Stock Details VIVK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14
Closed -$57.8K – 330
2023
Q3 		$57.8K Buy
+14
New +$62.4K 0.02% 256

Other funds holding VIVK

SSW
Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCA
Maryland Capital Advisors Chester, Maryland $312M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

Lloyd Advisory Services's VIVK Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Vivakor (VIVK) in Q4 2023, closing a stake of 14 shares — an estimated $57.8K sold.

Lloyd Advisory Services first reported a position in VIVK in Q3 2023 and held it in 1 quarter. The position peaked at $57.8K in Q3 2023. 9 funds tracked by Wall St. Rank hold VIVK as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Vivakor position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 14 Vivakor shares in Q4 2023, an estimated $57.8K.
  • Lloyd Advisory Services first reported a position in Vivakor in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Vivakor position peaked at $57.8K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Vivakor as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.