PRW Wealth Management’s Vital Energy VTLE Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-4	Closed	–	–	662
2019 Q1	$0	Buy	+4	New	+$284	﹤0.01%	807

Other funds holding VTLE

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PRW Wealth Management's VTLE Position: Q2 2019 in Review

PRW Wealth Management sold out of Vital Energy (VTLE) in Q2 2019, closing a stake of 4 shares.

PRW Wealth Management first reported a position in VTLE in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 170 funds tracked by Wall St. Rank hold VTLE as of Q2 2019.

PRW Wealth Management reported no remaining Vital Energy position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 4 Vital Energy shares in Q2 2019.
PRW Wealth Management first reported a position in Vital Energy in Q1 2019 and held it in 1 quarter.
PRW Wealth Management's Vital Energy position peaked at $0 in Q1 2019.
170 funds tracked by Wall St. Rank held Vital Energy as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.