Cassady Schiller Wealth Management’s Vistra VST Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$1.65K	Buy	+12	New	+$1.67K	﹤0.01%	630

Other funds holding VST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's VST Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Vistra (VST) in Q4 2024: 12 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #630 among its holdings.

1,104 funds tracked by Wall St. Rank hold VST as of Q4 2024.

Cassady Schiller Wealth Management held 12 shares of Vistra worth $1.65K as of Q4 2024.
Vistra was a new Cassady Schiller Wealth Management position in Q4 2024.
Vistra made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #630 holding.
1,104 funds tracked by Wall St. Rank held Vistra as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.