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Blackston Financial Advisory Group’s Vistra VST Stock Holding History

Blackston Financial Advisory Group’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
-1,720
Closed -$237K – 136
2024
Q4 		$237K Buy
+1,720
New +$239K 0.12% 121

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

Blackston Financial Advisory Group's VST Position: Q1 2025 in Review

Blackston Financial Advisory Group sold out of Vistra (VST) in Q1 2025, closing a stake of 1,720 shares — an estimated $237K sold.

Blackston Financial Advisory Group first reported a position in VST in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 1,115 funds tracked by Wall St. Rank hold VST as of Q1 2025.

  • Blackston Financial Advisory Group reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
  • Blackston Financial Advisory Group sold 1,720 Vistra shares in Q1 2025, an estimated $237K.
  • Blackston Financial Advisory Group first reported a position in Vistra in Q4 2024 and held it in 1 quarter.
  • Blackston Financial Advisory Group's Vistra position peaked at $237K in Q4 2024.
  • 1,115 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2025, filed 17 Apr 2025.