WAM
VTLE

Wealthspire Advisors (Maryland)’s Vital Energy VTLE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-40
Closed -$3K – 2605
2018
Q4 		$3K Buy
+40
New +$4.2K ﹤0.01% 2004
2018
Q3 		– Sell
-8
Closed -$1K – 2522
2018
Q2 		$1K Buy
8
+7
+700% +$1.31K ﹤0.01% 2373
2018
Q1 		$0 Sell
1
-277
-100% -$51.7K ﹤0.01% 2653
2017
Q4 		$59K Buy
278
+11
+4% +$2.41K 0.01% 936
2017
Q3 		$69K Buy
267
+74
+38% +$17.9K 0.01% 856
2017
Q2 		$41K Sell
193
-122
-39% -$30.1K ﹤0.01% 1016
2017
Q1 		$92K Buy
315
+25
+9% +$6.94K 0.01% 632
2016
Q4 		$82K Sell
290
-52
-15% -$14.3K 0.01% 644
2016
Q3 		$88K Buy
342
+46
+16% +$10.5K 0.01% 610
2016
Q2 		$62K Buy
296
+149
+101% +$32.9K 0.01% 676
2016
Q1 		$23K Buy
147
+85
+137% +$11.5K ﹤0.01% 932
2015
Q4 		$10K Buy
+62
New +$13.6K ﹤0.01% 1203

Other funds holding VTLE

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VTLE Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vital Energy (VTLE) in Q1 2019, closing a stake of 40 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in VTLE in Q4 2015 and held it in 12 quarters. The position peaked at $92K in Q1 2017. 181 funds tracked by Wall St. Rank hold VTLE as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vital Energy position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 40 Vital Energy shares in Q1 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Vital Energy in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Vital Energy position peaked at $92K in Q1 2017.
  • 181 funds tracked by Wall St. Rank held Vital Energy as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.