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Morling Financial Advisors’s Viper Energy VNOM Stock Holding History

Morling Financial Advisors’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,140
Closed -$450K – 89
2022
Q4 		$450K Buy
+14,140
New +$456K 0.57% 32

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EAM
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HKAM
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Boston Partners
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FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Massachusetts Financial Services
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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morling Financial Advisors's VNOM Position: Q1 2023 in Review

Morling Financial Advisors sold out of Viper Energy (VNOM) in Q1 2023, closing a stake of 14,140 shares — an estimated $450K sold.

Morling Financial Advisors first reported a position in VNOM in Q4 2022 and held it in 1 quarter. The position peaked at $450K in Q4 2022. 206 funds tracked by Wall St. Rank hold VNOM as of Q1 2023.

  • Morling Financial Advisors reported no remaining Viper Energy position as of Q1 2023 after selling out during the quarter.
  • Morling Financial Advisors sold 14,140 Viper Energy shares in Q1 2023, an estimated $450K.
  • Morling Financial Advisors first reported a position in Viper Energy in Q4 2022 and held it in 1 quarter.
  • Morling Financial Advisors's Viper Energy position peaked at $450K in Q4 2022.
  • 206 funds tracked by Wall St. Rank held Viper Energy as of Q1 2023.

Based on Morling Financial Advisors's 13F filing for Q1 2023, filed 2 May 2023.