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AE Wealth Management’s Vista Energy VIST Stock Holding History

AE Wealth Management’s Portfolio VIST Stock Details VIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,659
Closed -$263K – 2191
2023
Q3 		$263K Sell
8,659
-6,932
-44% -$181K ﹤0.01% 1668
2023
Q2 		$376K Buy
+15,591
New +$339K ﹤0.01% 1518

Other funds holding VIST

AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AE Wealth Management's VIST Position: Q4 2023 in Review

AE Wealth Management sold out of Vista Energy (VIST) in Q4 2023, closing a stake of 8,659 shares — an estimated $263K sold.

AE Wealth Management first reported a position in VIST in Q2 2023 and held it in 2 quarters. The position peaked at $376K in Q2 2023. 111 funds tracked by Wall St. Rank hold VIST as of Q4 2023.

  • AE Wealth Management reported no remaining Vista Energy position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 8,659 Vista Energy shares in Q4 2023, an estimated $263K.
  • AE Wealth Management first reported a position in Vista Energy in Q2 2023 and held it in 2 quarters.
  • AE Wealth Management's Vista Energy position peaked at $376K in Q2 2023.
  • 111 funds tracked by Wall St. Rank held Vista Energy as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.