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Semmax Financial Advisors’s Vitesse Energy VTS Stock Holding History

Semmax Financial Advisors’s Portfolio VTS Stock Details VTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-25
Closed -$591 – 452
2024
Q1 		$591 Buy
+25
New +$548 ﹤0.01% 359

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Semmax Financial Advisors's VTS Position: Q2 2024 in Review

Semmax Financial Advisors sold out of Vitesse Energy (VTS) in Q2 2024, closing a stake of 25 shares — an estimated $591 sold.

Semmax Financial Advisors first reported a position in VTS in Q1 2024 and held it in 1 quarter. The position peaked at $591 in Q1 2024. 228 funds tracked by Wall St. Rank hold VTS as of Q2 2024.

  • Semmax Financial Advisors reported no remaining Vitesse Energy position as of Q2 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 25 Vitesse Energy shares in Q2 2024, an estimated $591.
  • Semmax Financial Advisors first reported a position in Vitesse Energy in Q1 2024 and held it in 1 quarter.
  • Semmax Financial Advisors's Vitesse Energy position peaked at $591 in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2024.

Based on Semmax Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.