Y-Intercept (HK)’s Vivakor VIVK Stock Holding History

Y-Intercept (HK)’s Portfolio VIVK Stock Details VIVK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8	Closed	-$47.6K	–	1692
2024 Q3	$47.6K	Buy	+8	New	+$64.8K	﹤0.01%	1226

Other funds holding VIVK

SSW

Smith Shellnut Wilson Ridgeland, Mississippi $260M AUM 19.19% 1-Year Est. Return

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Y-Intercept (HK)'s VIVK Position: Q4 2024 in Review

Y-Intercept (HK) sold out of Vivakor (VIVK) in Q4 2024, closing a stake of 8 shares — an estimated $47.6K sold.

Y-Intercept (HK) first reported a position in VIVK in Q3 2024 and held it in 1 quarter. The position peaked at $47.6K in Q3 2024. 14 funds tracked by Wall St. Rank hold VIVK as of Q4 2024.

Y-Intercept (HK) reported no remaining Vivakor position as of Q4 2024 after selling out during the quarter.
Y-Intercept (HK) sold 8 Vivakor shares in Q4 2024, an estimated $47.6K.
Y-Intercept (HK) first reported a position in Vivakor in Q3 2024 and held it in 1 quarter.
Y-Intercept (HK)'s Vivakor position peaked at $47.6K in Q3 2024.
14 funds tracked by Wall St. Rank held Vivakor as of Q4 2024.

Based on Y-Intercept (HK)'s 13F filing for Q4 2024, filed 4 Feb 2025.