CA
VISN

Crewe Advisors’s Vistance Networks Inc VISN Stock Holding History

Crewe Advisors’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
2024
Q1 		– Sell
-78
Closed -$220 – 951
2023
Q4 		$220 Buy
78
+41
+111% +$89 ﹤0.01% 348
2023
Q3 		$125 Buy
+37
New +$151 ﹤0.01% 520

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Crewe Advisors's VISN Position: Q1 2024 in Review

Crewe Advisors sold out of Vistance Networks Inc (VISN) in Q1 2024, closing a stake of 78 shares — an estimated $220 sold.

Crewe Advisors first reported a position in VISN in Q3 2023 and held it in 2 quarters. The position peaked at $220 in Q4 2023. 186 funds tracked by Wall St. Rank hold VISN as of Q1 2024.

  • Crewe Advisors reported no remaining Vistance Networks Inc position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 78 Vistance Networks Inc shares in Q1 2024, an estimated $220.
  • Crewe Advisors first reported a position in Vistance Networks Inc in Q3 2023 and held it in 2 quarters.
  • Crewe Advisors's Vistance Networks Inc position peaked at $220 in Q4 2023.
  • 186 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.