Amplius Wealth Advisors’s Vistra VST Stock Holding History

Amplius Wealth Advisors’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,608	Closed	-$59K	–	899
2021 Q4	$59K	Buy	+2,608	New	+$52.3K	0.01%	307

Other funds holding VST

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Amplius Wealth Advisors's VST Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vistra (VST) in Q1 2022, closing a stake of 2,608 shares — an estimated $59K sold.

Amplius Wealth Advisors first reported a position in VST in Q4 2021 and held it in 1 quarter. The position peaked at $59K in Q4 2021. 412 funds tracked by Wall St. Rank hold VST as of Q1 2022.

Amplius Wealth Advisors reported no remaining Vistra position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 2,608 Vistra shares in Q1 2022, an estimated $59K.
Amplius Wealth Advisors first reported a position in Vistra in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Vistra position peaked at $59K in Q4 2021.
412 funds tracked by Wall St. Rank held Vistra as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.