CWC
VISN

Carolinas Wealth Consulting’s Vistance Networks Inc VISN Stock Holding History

Carolinas Wealth Consulting’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
2023
Q1 		– Sell
-112
Closed -$823 – 1072
2022
Q4 		$823 Buy
+112
New +$1.08K ﹤0.01% 930
2021
Q2 		– Sell
-2,100
Closed -$32K – 950
2021
Q1 		$32K Hold
2,100
– – 0.01% 432
2020
Q4 		$28K Buy
+2,100
New +$23.1K 0.01% 420

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
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Carolinas Wealth Consulting's VISN Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Vistance Networks Inc (VISN) in Q1 2023, closing a stake of 112 shares — an estimated $823 sold.

Carolinas Wealth Consulting first reported a position in VISN in Q4 2020 and held it in 3 quarters. The position peaked at $32K in Q1 2021. 240 funds tracked by Wall St. Rank hold VISN as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining Vistance Networks Inc position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 112 Vistance Networks Inc shares in Q1 2023, an estimated $823.
  • Carolinas Wealth Consulting first reported a position in Vistance Networks Inc in Q4 2020 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Vistance Networks Inc position peaked at $32K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.