RWA
VTLE

RGT Wealth Advisors’s Vital Energy VTLE Stock Holding History

RGT Wealth Advisors’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
2022
Q2 		– Sell
-15,000
Closed -$1.19M – 133
2022
Q1 		$1.19M Hold
15,000
– – 0.19% 32
2021
Q4 		$902K Buy
+15,000
New +$1.06M 0.14% 41

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
ACG
Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RGT Wealth Advisors's VTLE Position: Q2 2022 in Review

RGT Wealth Advisors sold out of Vital Energy (VTLE) in Q2 2022, closing a stake of 15,000 shares — an estimated $1.19M sold.

RGT Wealth Advisors first reported a position in VTLE in Q4 2021 and held it in 2 quarters. The position peaked at $1.19M in Q1 2022. 210 funds tracked by Wall St. Rank hold VTLE as of Q2 2022.

  • RGT Wealth Advisors reported no remaining Vital Energy position as of Q2 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 15,000 Vital Energy shares in Q2 2022, an estimated $1.19M.
  • RGT Wealth Advisors first reported a position in Vital Energy in Q4 2021 and held it in 2 quarters.
  • RGT Wealth Advisors's Vital Energy position peaked at $1.19M in Q1 2022.
  • 210 funds tracked by Wall St. Rank held Vital Energy as of Q2 2022.

Based on RGT Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.