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Anchor Pointe Wealth Management’s Vistra VST Stock Holding History

Anchor Pointe Wealth Management’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
2024
Q4 		$271K Buy
+1,937
New +$269K 0.35% 57

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Anchor Pointe Wealth Management's VST Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Vistra (VST) in Q4 2024: 1,937 shares worth $271K. The stake represents 0.35% of the portfolio and ranks #57 among its holdings.

1,106 funds tracked by Wall St. Rank hold VST as of Q4 2024.

  • Anchor Pointe Wealth Management held 1,937 shares of Vistra worth $271K as of Q4 2024.
  • Vistra was a new Anchor Pointe Wealth Management position in Q4 2024.
  • Vistra made up 0.35% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #57 holding.
  • 1,106 funds tracked by Wall St. Rank held Vistra as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.