HGERS
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Householder Group Estate & Retirement Specialist’s Vistra VST Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$29K Hold
213
– – 0.02% 253
2024
Q3 		$25K Buy
213
+12
+6% +$1.02K 0.01% 639
2024
Q2 		$17K Buy
201
+50
+33% +$4.18K ﹤0.01% 717
2024
Q1 		$10.5K Buy
151
+3
+2% +$148 ﹤0.01% 802
2023
Q4 		$5K Hold
148
– – ﹤0.01% 903
2023
Q3 		$4.91K Buy
+148
New +$4.44K ﹤0.01% 942
2023
Q1 		$17K Hold
725
– – 0.01% 674
2022
Q4 		$16K Hold
725
– – 0.02% 190
2022
Q3 		$15K Buy
+725
New +$17.5K 0.01% 654

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VST Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Vistra (VST) position steady in Q4 2024 at 213 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #253.

Householder Group Estate & Retirement Specialist first reported a position in VST in Q3 2022 and has held it in 9 quarters since. 1,105 funds tracked by Wall St. Rank hold VST as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 213 shares of Vistra worth $29K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its Vistra share count unchanged in Q4 2024.
  • Vistra made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #253 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Vistra in Q3 2022 and has held it in 9 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Vistra as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.