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Financial Advocates Investment Management’s Vistra VST Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-2,992
Closed -$580K – 586
2025
Q2 		$580K Buy
+2,992
New +$443K 0.05% 329

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Advocates Investment Management's VST Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Vistra (VST) in Q3 2025, closing a stake of 2,992 shares — an estimated $580K sold.

Financial Advocates Investment Management first reported a position in VST in Q2 2025 and held it in 1 quarter. The position peaked at $580K in Q2 2025. 1,339 funds tracked by Wall St. Rank hold VST as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,992 Vistra shares in Q3 2025, an estimated $580K.
  • Financial Advocates Investment Management first reported a position in Vistra in Q2 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Vistra position peaked at $580K in Q2 2025.
  • 1,339 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.