BWA
VISN

BDO Wealth Advisors’s Vistance Networks Inc VISN Stock Holding History

BDO Wealth Advisors’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,000
Closed -$16K – 1053
2022
Q1 		$16K Hold
2,000
– – ﹤0.01% 634
2021
Q4 		$22K Hold
2,000
– – ﹤0.01% 601
2021
Q3 		$27K Hold
2,000
– – ﹤0.01% 549
2021
Q2 		$43K Hold
2,000
– – ﹤0.01% 484
2021
Q1 		$31K Buy
+2,000
New +$30K ﹤0.01% 527

Other funds holding VISN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BDO Wealth Advisors's VISN Position: Q2 2022 in Review

BDO Wealth Advisors sold out of Vistance Networks Inc (VISN) in Q2 2022, closing a stake of 2,000 shares — an estimated $16K sold.

BDO Wealth Advisors first reported a position in VISN in Q1 2021 and held it in 5 quarters. The position peaked at $43K in Q2 2021. 234 funds tracked by Wall St. Rank hold VISN as of Q2 2022.

  • BDO Wealth Advisors reported no remaining Vistance Networks Inc position as of Q2 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,000 Vistance Networks Inc shares in Q2 2022, an estimated $16K.
  • BDO Wealth Advisors first reported a position in Vistance Networks Inc in Q1 2021 and held it in 5 quarters.
  • BDO Wealth Advisors's Vistance Networks Inc position peaked at $43K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q2 2022.

Based on BDO Wealth Advisors's 13F filing for Q2 2022, filed 25 Aug 2022.