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Arete Wealth Advisors’s Vista Energy VIST Stock Holding History

Arete Wealth Advisors’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
2025
Q1 		– Sell
-4,025
Closed -$218K – 814
2024
Q4 		$218K Buy
+4,025
New +$207K 0.02% 669

Other funds holding VIST

AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Arete Wealth Advisors's VIST Position: Q1 2025 in Review

Arete Wealth Advisors sold out of Vista Energy (VIST) in Q1 2025, closing a stake of 4,025 shares — an estimated $218K sold.

Arete Wealth Advisors first reported a position in VIST in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 159 funds tracked by Wall St. Rank hold VIST as of Q1 2025.

  • Arete Wealth Advisors reported no remaining Vista Energy position as of Q1 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,025 Vista Energy shares in Q1 2025, an estimated $218K.
  • Arete Wealth Advisors first reported a position in Vista Energy in Q4 2024 and held it in 1 quarter.
  • Arete Wealth Advisors's Vista Energy position peaked at $218K in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Vista Energy as of Q1 2025.

Based on Arete Wealth Advisors's 13F filing for Q1 2025, filed 16 May 2025.