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SVB Wealth’s Viper Energy VNOM Stock Holding History

SVB Wealth’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
2020
Q4 		– Sell
-10,000
Closed -$75K – 888
2020
Q3 		$75K Hold
10,000
– – ﹤0.01% 691
2020
Q2 		$104K Buy
+10,000
New +$95.9K ﹤0.01% 579

Other funds holding VNOM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EECFI
EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SVB Wealth's VNOM Position: Q4 2020 in Review

SVB Wealth sold out of Viper Energy (VNOM) in Q4 2020, closing a stake of 10,000 shares — an estimated $75K sold.

SVB Wealth first reported a position in VNOM in Q2 2020 and held it in 2 quarters. The position peaked at $104K in Q2 2020. 140 funds tracked by Wall St. Rank hold VNOM as of Q4 2020.

  • SVB Wealth reported no remaining Viper Energy position as of Q4 2020 after selling out during the quarter.
  • SVB Wealth sold 10,000 Viper Energy shares in Q4 2020, an estimated $75K.
  • SVB Wealth first reported a position in Viper Energy in Q2 2020 and held it in 2 quarters.
  • SVB Wealth's Viper Energy position peaked at $104K in Q2 2020.
  • 140 funds tracked by Wall St. Rank held Viper Energy as of Q4 2020.

Based on SVB Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.