WFA
VTNR

Wipfli Financial Advisors’s Vertex Energy, Inc VTNR Stock Holding History

Wipfli Financial 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
Q3 		$6K Buy
+959
New +$8.78K ﹤0.01% 2053

Other funds holding VTNR

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
TMC
Trellus Management Company Delray Beach, Florida $72.8M AUM 4.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.74B AUM 11.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wipfli Financial Advisors's VTNR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vertex Energy, Inc (VTNR) in Q3 2022: 959 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #2053 among its holdings.

133 funds tracked by Wall St. Rank hold VTNR as of Q3 2022.

  • Wipfli Financial Advisors held 959 shares of Vertex Energy, Inc worth $6K as of Q3 2022.
  • Vertex Energy, Inc was a new Wipfli Financial Advisors position in Q3 2022.
  • Vertex Energy, Inc made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2053 holding.
  • 133 funds tracked by Wall St. Rank held Vertex Energy, Inc as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.