UBS Group

UBS Group’s Vertex Energy, Inc VTNR Stock Holding History

UBS Group’s Portfolio VTNR Stock Details VTNR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-900	Closed	-$4K	–	9496
2014 Q4	$4K	Buy	+900	New	+$4.38K	﹤0.01%	9141

Other funds holding VTNR

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Meeder Advisory Services Dublin, Ohio $2.39B AUM 23.78% 1-Year Est. Return

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return

Simplex Trading

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Catalyst Funds Management Sydney NSW, Australia $591M AUM 71.09% 1-Year Est. Return

SWS Partners Columbus, Ohio $405M AUM 26.81% 1-Year Est. Return

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

UBS Group's VTNR Position: Q4 2024 in Review

UBS Group sold out of Vertex Energy, Inc (VTNR) in Q4 2024, closing a stake of 199,398 shares — an estimated $23.1K sold.

UBS Group first reported a position in VTNR in Q4 2014 and held it in 33 quarters. The position peaked at $2M in Q1 2022. 11 funds tracked by Wall St. Rank hold VTNR as of Q4 2024.

UBS Group reported no remaining Vertex Energy, Inc position as of Q4 2024 after selling out during the quarter.
UBS Group sold 199,398 Vertex Energy, Inc shares in Q4 2024, an estimated $23.1K.
UBS Group first reported a position in Vertex Energy, Inc in Q4 2014 and held it in 33 quarters.
UBS Group's Vertex Energy, Inc position peaked at $2M in Q1 2022.
11 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.