Cahill Financial Advisors’s Vistra VST Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-290	Closed	-$5K	–	769
2021 Q3	$5K	Buy	+290	New	+$5.36K	﹤0.01%	696

Other funds holding VST

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

OCM

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

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

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DKCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cahill Financial Advisors's VST Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Vistra (VST) in Q4 2021, closing a stake of 290 shares — an estimated $5K sold.

Cahill Financial Advisors first reported a position in VST in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 406 funds tracked by Wall St. Rank hold VST as of Q4 2021.

Cahill Financial Advisors reported no remaining Vistra position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 290 Vistra shares in Q4 2021, an estimated $5K.
Cahill Financial Advisors first reported a position in Vistra in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Vistra position peaked at $5K in Q3 2021.
406 funds tracked by Wall St. Rank held Vistra as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.