NA
VTNR

NewEdge Advisors’s Vertex Energy, Inc VTNR Stock Holding History

NewEdge Advisors’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
-72,318
Closed -$8.36K – 4079
2024
Q3 		$8.36K Hold
72,318
– – ﹤0.01% 2997
2024
Q2 		$68.3K Hold
72,318
– – ﹤0.01% 2232
2024
Q1 		$101K Hold
72,318
– – ﹤0.01% 2061
2023
Q4 		$245K Hold
72,318
– – ﹤0.01% 1631
2023
Q3 		$322K Hold
72,318
– – ﹤0.01% 1390
2023
Q2 		$452K Buy
72,318
+72,018
+24,006% +$507K 0.01% 1241
2023
Q1 		$2.96K Sell
300
-250
-45% -$1.98K ﹤0.01% 2936
2022
Q4 		$3 Buy
+550
New +$4.11K ﹤0.01% 3919

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 $2.44B AUM 23.07% 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

NewEdge Advisors's VTNR Position: Q4 2024 in Review

NewEdge Advisors sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 72,318 shares — an estimated $8.36K sold.

NewEdge Advisors first reported a position in VTNR in Q4 2022 and held it in 8 quarters. The position peaked at $452K in Q2 2023. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

  • NewEdge Advisors reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 72,318 Vertex Energy, Inc shares in Q4 2024, an estimated $8.36K.
  • NewEdge Advisors first reported a position in Vertex Energy, Inc in Q4 2022 and held it in 8 quarters.
  • NewEdge Advisors's Vertex Energy, Inc position peaked at $452K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.