Visionary Wealth Advisors’s Vertex Energy, Inc VTNR Stock Holding History

Visionary Wealth Advisors’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
2022 Q2	–	Sell	-13,500	Closed	-$134K	–	483
2022 Q1	$134K	Hold	13,500	–	–	0.01%	417
2021 Q4	$61K	Sell	13,500 -1,000	-7%	-$4.77K	0.01%	375
2021 Q3	$76K	Sell	14,500 -600	-4%	-$4.77K	0.01%	306
2021 Q2	$200K	Buy	+15,100	New	+$62.6K	0.02%	321

Other funds holding VTNR

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TMC

Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return

ACG

Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Visionary Wealth Advisors's VTNR Position: Q2 2022 in Review

Visionary Wealth Advisors sold out of Vertex Energy, Inc (VTNR) in Q2 2022, closing a stake of 13,500 shares — an estimated $134K sold.

Visionary Wealth Advisors first reported a position in VTNR in Q2 2021 and held it in 4 quarters. The position peaked at $200K in Q2 2021. 134 funds tracked by Wall St. Rank hold VTNR as of Q2 2022.

Visionary Wealth Advisors reported no remaining Vertex Energy, Inc position as of Q2 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 13,500 Vertex Energy, Inc shares in Q2 2022, an estimated $134K.
Visionary Wealth Advisors first reported a position in Vertex Energy, Inc in Q2 2021 and held it in 4 quarters.
Visionary Wealth Advisors's Vertex Energy, Inc position peaked at $200K in Q2 2021.
134 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q2 2022.

Based on Visionary Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.