WSTAM
VTLE

Wilbanks Smith & Thomas Asset Management’s Vital Energy VTLE Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2022
Q4 		– Sell
-3,750
Closed -$236K – 521
2022
Q3 		$236K Hold
3,750
– – 0.01% 413
2022
Q2 		$259K Hold
3,750
– – 0.01% 402
2022
Q1 		$276K Buy
+3,750
New +$272K 0.01% 410

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Vanguard Group
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's VTLE Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Vital Energy (VTLE) in Q4 2022, closing a stake of 3,750 shares — an estimated $236K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in VTLE in Q1 2022 and held it in 3 quarters. The position peaked at $276K in Q1 2022. 173 funds tracked by Wall St. Rank hold VTLE as of Q4 2022.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Vital Energy position as of Q4 2022 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 3,750 Vital Energy shares in Q4 2022, an estimated $236K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Vital Energy in Q1 2022 and held it in 3 quarters.
  • Wilbanks Smith & Thomas Asset Management's Vital Energy position peaked at $276K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Vital Energy as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.