HGWM
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Harvest Group Wealth Management’s Vistra VST Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-500
Closed -$11K – 1029
2019
Q4 		$11K Buy
+500
New +$12.9K 0.01% 235

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
FIG
Fortress Investment Group New York $394M AUM 22.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Harvest Group Wealth Management's VST Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Vistra (VST) in Q1 2020, closing a stake of 500 shares — an estimated $11K sold.

Harvest Group Wealth Management first reported a position in VST in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 374 funds tracked by Wall St. Rank hold VST as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Vistra position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 500 Vistra shares in Q1 2020, an estimated $11K.
  • Harvest Group Wealth Management first reported a position in Vistra in Q4 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's Vistra position peaked at $11K in Q4 2019.
  • 374 funds tracked by Wall St. Rank held Vistra as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.