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Financial Gravity Asset Management’s Vistra VST Stock Holding History

Financial Gravity Asset 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
2020
Q4 		$0 Buy
+2
New +$37 ﹤0.01% 673
2019
Q4 		$23K Sell
149
-14
-9% -$361 0.02% 969
2019
Q3 		$4K Sell
163
-36
-18% -$856 ﹤0.01% 764
2019
Q2 		$5K Buy
+199
New +$4.99K ﹤0.01% 704

Other funds holding VST

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Gravity Asset Management's VST Position: Q4 2020 in Review

Financial Gravity Asset Management opened a new position in Vistra (VST) in Q4 2020: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #673 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in VST as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in VST in Q2 2019 and has held it in 4 quarters since. The position peaked at $23K in Q4 2019. 400 funds tracked by Wall St. Rank hold VST as of Q4 2020.

  • Financial Gravity Asset Management held 2 shares of Vistra worth $0 as of Q4 2020.
  • Vistra was a new Financial Gravity Asset Management position in Q4 2020.
  • Vistra made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2020, its #673 holding.
  • Financial Gravity Asset Management first reported a position in Vistra in Q2 2019 and has held it in 4 quarters since.
  • Financial Gravity Asset Management's Vistra position peaked at $23K in Q4 2019.
  • 400 funds tracked by Wall St. Rank held Vistra as of Q4 2020.

Based on Financial Gravity Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.