Mach-1 Financial Group’s Vital Energy VTLE Stock Holding History

Mach-1 Financial Group’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 Q4	–	Sell	-9,246	Closed	-$512K	–	280
2023 Q3	$512K	Buy	+9,246	New	+$497K	0.21%	108

Other funds holding VTLE

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

Riverstone Holdings New York $36.9M AUM 80.85% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACG

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mach-1 Financial Group's VTLE Position: Q4 2023 in Review

Mach-1 Financial Group sold out of Vital Energy (VTLE) in Q4 2023, closing a stake of 9,246 shares — an estimated $512K sold.

Mach-1 Financial Group first reported a position in VTLE in Q3 2023 and held it in 1 quarter. The position peaked at $512K in Q3 2023. 216 funds tracked by Wall St. Rank hold VTLE as of Q4 2023.

Mach-1 Financial Group reported no remaining Vital Energy position as of Q4 2023 after selling out during the quarter.
Mach-1 Financial Group sold 9,246 Vital Energy shares in Q4 2023, an estimated $512K.
Mach-1 Financial Group first reported a position in Vital Energy in Q3 2023 and held it in 1 quarter.
Mach-1 Financial Group's Vital Energy position peaked at $512K in Q3 2023.
216 funds tracked by Wall St. Rank held Vital Energy as of Q4 2023.

Based on Mach-1 Financial Group's 13F filing for Q4 2023, filed 5 Feb 2024.