SBIA
VNOM icon

Sheaff Brock Investment Advisors’s Viper Energy VNOM Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,736
Closed -$217K – 530
2023
Q1 		$217K Sell
7,736
-1,614
-17% -$48.5K 0.02% 417
2022
Q4 		$297K Buy
+9,350
New +$302K 0.03% 343

Other funds holding VNOM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Sheaff Brock Investment Advisors's VNOM Position: Q2 2023 in Review

Sheaff Brock Investment Advisors sold out of Viper Energy (VNOM) in Q2 2023, closing a stake of 7,736 shares — an estimated $217K sold.

Sheaff Brock Investment Advisors first reported a position in VNOM in Q4 2022 and held it in 2 quarters. The position peaked at $297K in Q4 2022. 190 funds tracked by Wall St. Rank hold VNOM as of Q2 2023.

  • Sheaff Brock Investment Advisors reported no remaining Viper Energy position as of Q2 2023 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 7,736 Viper Energy shares in Q2 2023, an estimated $217K.
  • Sheaff Brock Investment Advisors first reported a position in Viper Energy in Q4 2022 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Viper Energy position peaked at $297K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Viper Energy as of Q2 2023.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.