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TFO Wealth Partners’s Vitesse Energy VTS Stock Holding History

TFO Wealth Partners’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
-1
Closed -$24 – 734
2024
Q1 		$24 Hold
1
– – ﹤0.01% 762
2023
Q4 		$22 Hold
1
– – ﹤0.01% 914
2023
Q3 		$22 Hold
1
– – ﹤0.01% 1086
2023
Q2 		$22 Hold
1
– – ﹤0.01% 809
2023
Q1 		$19 Buy
+1
New +$17 ﹤0.01% 797

Other funds holding VTS

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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

TFO Wealth Partners's VTS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Vitesse Energy (VTS) in Q2 2024, closing a stake of 1 share — an estimated $24 sold.

TFO Wealth Partners first reported a position in VTS in Q1 2023 and held it in 5 quarters. The position peaked at $24 in Q1 2024. 228 funds tracked by Wall St. Rank hold VTS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Vitesse Energy position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Vitesse Energy share in Q2 2024, an estimated $24.
  • TFO Wealth Partners first reported a position in Vitesse Energy in Q1 2023 and held it in 5 quarters.
  • TFO Wealth Partners's Vitesse Energy position peaked at $24 in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Vitesse Energy as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.