NFSG
VTNR

Newbridge Financial Services Group’s Vertex Energy, Inc VTNR Stock Holding History

Newbridge Financial Services Group’s Portfolio VTNR Stock Details VTNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,500
Closed -$289 – 1199
2024
Q3 		$289 Hold
2,500
– – ﹤0.01% 624
2024
Q2 		$2.36K Hold
2,500
– – ﹤0.01% 934
2024
Q1 		$3.5K Hold
2,500
– – ﹤0.01% 937
2023
Q4 		$8.47K Hold
2,500
– – ﹤0.01% 772
2023
Q3 		$11.1K Hold
2,500
– – 0.01% 798
2023
Q2 		$15.6K Hold
2,500
– – 0.01% 768
2023
Q1 		$24.7K Hold
2,500
– – 0.01% 647
2022
Q4 		$15.5K Hold
2,500
– – 0.01% 803
2022
Q3 		$16K Hold
2,500
– – 0.01% 768
2022
Q2 		$26K Buy
+2,500
New +$29.6K 0.02% 583

Other funds holding VTNR

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
MAS
Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
CFM
Catalyst Funds Management Sydney NSW, Australia $591M AUM 71.09% 1-Year Est. Return
SP
SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Newbridge Financial Services Group's VTNR Position: Q4 2024 in Review

Newbridge Financial Services Group sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 2,500 shares — an estimated $289 sold.

Newbridge Financial Services Group first reported a position in VTNR in Q2 2022 and held it in 10 quarters. The position peaked at $26K in Q2 2022. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • Newbridge Financial Services Group reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 2,500 Vertex Energy, Inc shares in Q4 2024, an estimated $289.
  • Newbridge Financial Services Group first reported a position in Vertex Energy, Inc in Q2 2022 and held it in 10 quarters.
  • Newbridge Financial Services Group's Vertex Energy, Inc position peaked at $26K in Q2 2022.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on Newbridge Financial Services Group's 13F filing for Q4 2024, filed 28 Jan 2025.