Valeo Financial Advisors’s Viper Energy VNOM Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-57	Closed	-$1K	–	1788
2021 Q1	$1K	Hold	57	–	–	﹤0.01%	1955
2020 Q4	$1K	Sell	57 -1,000	-95%	-$9.72K	﹤0.01%	1626
2020 Q3	$8K	Buy	1,057 +1,000	+1,754%	+$9.69K	﹤0.01%	1151
2020 Q2	$1K	Hold	57	–	–	﹤0.01%	1976
2020 Q1	$0	Buy	+57	New	+$1.03K	﹤0.01%	1927
2018 Q4	–	Sell	-249	Closed	-$9K	–	1735
2018 Q3	$9K	Buy	249 +49	+25%	+$1.8K	﹤0.01%	1009
2018 Q2	$7K	Buy	+200	New	+$5.84K	﹤0.01%	1055

Other funds holding VNOM

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 New York $871B AUM 31.28% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Valeo Financial Advisors's VNOM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Viper Energy (VNOM) in Q2 2021, closing a stake of 57 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in VNOM in Q2 2018 and held it in 7 quarters. The position peaked at $9K in Q3 2018. 142 funds tracked by Wall St. Rank hold VNOM as of Q2 2021.

Valeo Financial Advisors reported no remaining Viper Energy position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 57 Viper Energy shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Viper Energy in Q2 2018 and held it in 7 quarters.
Valeo Financial Advisors's Viper Energy position peaked at $9K in Q3 2018.
142 funds tracked by Wall St. Rank held Viper Energy as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.