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Atria Wealth Solutions’s Vista Energy VIST Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-11,800
Closed -$537K – 2056
2024
Q2 		$537K Buy
11,800
+1,100
+10% +$48.7K 0.01% 1205
2024
Q1 		$443K Buy
10,700
+3,000
+39% +$104K 0.01% 1319
2023
Q4 		$227K Buy
7,700
+100
+1% +$2.95K ﹤0.01% 1693
2023
Q3 		$231K Buy
+7,600
New +$199K ﹤0.01% 1593

Other funds holding VIST

AMCI
Al Mehwar Commercial Investments Abu Dhabi, United Arab Emirates $624M AUM 10.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Atria Wealth Solutions's VIST Position: Q3 2024 in Review

Atria Wealth Solutions sold out of Vista Energy (VIST) in Q3 2024, closing a stake of 11,800 shares — an estimated $537K sold.

Atria Wealth Solutions first reported a position in VIST in Q3 2023 and held it in 4 quarters. The position peaked at $537K in Q2 2024. 151 funds tracked by Wall St. Rank hold VIST as of Q3 2024.

  • Atria Wealth Solutions reported no remaining Vista Energy position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,800 Vista Energy shares in Q3 2024, an estimated $537K.
  • Atria Wealth Solutions first reported a position in Vista Energy in Q3 2023 and held it in 4 quarters.
  • Atria Wealth Solutions's Vista Energy position peaked at $537K in Q2 2024.
  • 151 funds tracked by Wall St. Rank held Vista Energy as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.