GWAG
VST icon

Garrett Wealth Advisory Group’s Vistra VST Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-282
Closed -$7.54K – 623
2019
Q3 		$7.54K Buy
+282
New +$6.71K 0.01% 313

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 $1.9T AUM 41.92% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Garrett Wealth Advisory Group's VST Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Vistra (VST) in Q4 2019, closing a stake of 282 shares — an estimated $7.54K sold.

Garrett Wealth Advisory Group first reported a position in VST in Q3 2019 and held it in 1 quarter. The position peaked at $7.54K in Q3 2019. 401 funds tracked by Wall St. Rank hold VST as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Vistra position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 282 Vistra shares in Q4 2019, an estimated $7.54K.
  • Garrett Wealth Advisory Group first reported a position in Vistra in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Vistra position peaked at $7.54K in Q3 2019.
  • 401 funds tracked by Wall St. Rank held Vistra as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.