AWM
VST icon

Avior Wealth Management’s Vistra VST Stock Holding History

Avior 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
2025
Q1 		– Sell
-180
Closed -$24.8K – 2302
2024
Q4 		$24.8K Buy
180
+65
+57% +$9.02K ﹤0.01% 1360
2024
Q3 		$13.6K Buy
115
+15
+15% +$1.27K ﹤0.01% 1456
2024
Q2 		$8.6K Sell
100
-467
-82% -$39.1K ﹤0.01% 1558
2024
Q1 		$39.5K Buy
+567
New +$28K ﹤0.01% 1320
2020
Q4 		– Sell
-200
Closed -$3K – 1089
2020
Q3 		$3K Hold
200
– – ﹤0.01% 809
2020
Q2 		$3K Hold
200
– – ﹤0.01% 776
2020
Q1 		$3K Hold
200
– – ﹤0.01% 670
2019
Q4 		$4K Hold
200
– – ﹤0.01% 678
2019
Q3 		$5K Hold
200
– – ﹤0.01% 627
2019
Q2 		$5K Hold
200
– – ﹤0.01% 657
2019
Q1 		$5K Hold
200
– – ﹤0.01% 574
2018
Q4 		$4K Buy
+200
New +$4.72K ﹤0.01% 640

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return