BDO Wealth Advisors’s Vistra VST Stock Holding History

BDO Wealth 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
2020 Q3	–	Sell	-100	Closed	-$2K	–	957
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	638
2020 Q1	$2K	Buy	+100	New	+$2.03K	﹤0.01%	687

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BDO Wealth Advisors's VST Position: Q3 2020 in Review

BDO Wealth Advisors sold out of Vistra (VST) in Q3 2020, closing a stake of 100 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in VST in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 405 funds tracked by Wall St. Rank hold VST as of Q3 2020.

BDO Wealth Advisors reported no remaining Vistra position as of Q3 2020 after selling out during the quarter.
BDO Wealth Advisors sold 100 Vistra shares in Q3 2020, an estimated $2K.
BDO Wealth Advisors first reported a position in Vistra in Q1 2020 and held it in 2 quarters.
BDO Wealth Advisors's Vistra position peaked at $2K in Q2 2020.
405 funds tracked by Wall St. Rank held Vistra as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.