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B.O.S.S. Retirement Advisors’s Vistra VST Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-21,687
Closed -$2.57M – 291
2024
Q3 		$2.57M Buy
+21,687
New +$1.84M 0.52% 53

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 $3.38T AUM 44.17% 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

B.O.S.S. Retirement Advisors's VST Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Vistra (VST) in Q4 2024, closing a stake of 21,687 shares — an estimated $2.57M sold.

B.O.S.S. Retirement Advisors first reported a position in VST in Q3 2024 and held it in 1 quarter. The position peaked at $2.57M in Q3 2024. 1,106 funds tracked by Wall St. Rank hold VST as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Vistra position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 21,687 Vistra shares in Q4 2024, an estimated $2.57M.
  • B.O.S.S. Retirement Advisors first reported a position in Vistra in Q3 2024 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Vistra position peaked at $2.57M in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Vistra as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.