WealthPLAN Partners’s Viper Energy VNOM Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-106	Closed	-$2.84K	–	1148
2023 Q2	$2.84K	Buy	106 +1	+1%	+$27	﹤0.01%	1016
2023 Q1	$2.93K	Buy	+105	New	+$3.15K	﹤0.01%	1082

Other funds holding VNOM

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Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

EAM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

WealthPLAN Partners's VNOM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Viper Energy (VNOM) in Q3 2023, closing a stake of 106 shares — an estimated $2.84K sold.

WealthPLAN Partners first reported a position in VNOM in Q1 2023 and held it in 2 quarters. The position peaked at $2.93K in Q1 2023. 205 funds tracked by Wall St. Rank hold VNOM as of Q3 2023.

WealthPLAN Partners reported no remaining Viper Energy position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 106 Viper Energy shares in Q3 2023, an estimated $2.84K.
WealthPLAN Partners first reported a position in Viper Energy in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Viper Energy position peaked at $2.93K in Q1 2023.
205 funds tracked by Wall St. Rank held Viper Energy as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.