EWM
VST icon

Executive Wealth Management’s Vistra VST Stock Holding History

Executive 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
2019
Q3 		– Sell
-392
Closed -$9K – 781
2019
Q2 		$9K Hold
392
– – ﹤0.01% 639
2019
Q1 		$10K Hold
392
– – ﹤0.01% 559
2018
Q4 		$9K Buy
+392
New +$9.24K ﹤0.01% 592

Other funds holding VST

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Executive Wealth Management's VST Position: Q3 2019 in Review

Executive Wealth Management sold out of Vistra (VST) in Q3 2019, closing a stake of 392 shares — an estimated $9K sold.

Executive Wealth Management first reported a position in VST in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q1 2019. 364 funds tracked by Wall St. Rank hold VST as of Q3 2019.

  • Executive Wealth Management reported no remaining Vistra position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 392 Vistra shares in Q3 2019, an estimated $9K.
  • Executive Wealth Management first reported a position in Vistra in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Vistra position peaked at $10K in Q1 2019.
  • 364 funds tracked by Wall St. Rank held Vistra as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.