GWS
VISN

Glassman Wealth Services’s Vistance Networks Inc VISN Stock Holding History

Glassman Wealth Services’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
2023
Q2 		– Sell
-135
Closed -$860 – 1927
2023
Q1 		$860 Hold
135
– – ﹤0.01% 1478
2022
Q4 		$992 Hold
135
– – ﹤0.01% 1426
2022
Q3 		$1K Hold
135
– – ﹤0.01% 1362
2022
Q2 		$1K Buy
+135
New +$943 ﹤0.01% 1374
2020
Q2 		– Sell
-105
Closed -$1K – 1270
2020
Q1 		$1K Sell
105
-10
-9% -$116 ﹤0.01% 834
2019
Q4 		$2K Buy
+115
New +$1.49K ﹤0.01% 739

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Glassman Wealth Services's VISN Position: Q2 2023 in Review

Glassman Wealth Services sold out of Vistance Networks Inc (VISN) in Q2 2023, closing a stake of 135 shares — an estimated $860 sold.

Glassman Wealth Services first reported a position in VISN in Q4 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 215 funds tracked by Wall St. Rank hold VISN as of Q2 2023.

  • Glassman Wealth Services reported no remaining Vistance Networks Inc position as of Q2 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 135 Vistance Networks Inc shares in Q2 2023, an estimated $860.
  • Glassman Wealth Services first reported a position in Vistance Networks Inc in Q4 2019 and held it in 6 quarters.
  • Glassman Wealth Services's Vistance Networks Inc position peaked at $2K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q2 2023.

Based on Glassman Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.