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IronOak Wealth’s Vistra VST Stock Holding History

IronOak Wealth’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 		$862K Buy
+6,252
New +$868K 0.97% 40

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IronOak Wealth's VST Position: Q4 2024 in Review

IronOak Wealth opened a new position in Vistra (VST) in Q4 2024: 6,252 shares worth $862K. The stake represents 0.97% of the portfolio and ranks #40 among its holdings.

1,106 funds tracked by Wall St. Rank hold VST as of Q4 2024.

  • IronOak Wealth held 6,252 shares of Vistra worth $862K as of Q4 2024.
  • Vistra was a new IronOak Wealth position in Q4 2024.
  • Vistra made up 0.97% of IronOak Wealth's portfolio in Q4 2024, its #40 holding.
  • 1,106 funds tracked by Wall St. Rank held Vistra as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.