J. Goldman & Co’s Vistra VST Stock Holding History

J. Goldman & Co’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
2026 Q1	–	Sell	-7,500	Closed	-$1.21M	–	904
2025 Q4	$1.21M	Buy	+7,500	New	+$1.37M	0.03%	364
2022 Q3	–	Sell	-556,100	Closed	-$12.7M	–	501
2022 Q2	$12.7M	Buy	556,100 +356,000	+178%	+$8.8M	0.62%	42
2022 Q1	$4.65M	Buy	+200,100	New	+$4.44M	0.21%	132

Other funds holding VST

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J. Goldman & Co's VST Position: Q3 2024 in Review

J. Goldman & Co sold out of Vistra (VST) in Q3 2024, closing a stake of 43,615 shares — an estimated $3.75M sold.

J. Goldman & Co first reported a position in VST in Q1 2022 and held it in 3 quarters. The position peaked at $4.39M in Q2 2022. 918 funds tracked by Wall St. Rank hold VST as of Q3 2024.

J. Goldman & Co reported no remaining Vistra position as of Q3 2024 after selling out during the quarter.
J. Goldman & Co sold 43,615 Vistra shares in Q3 2024, an estimated $3.75M.
J. Goldman & Co first reported a position in Vistra in Q1 2022 and held it in 3 quarters.
J. Goldman & Co's Vistra position peaked at $4.39M in Q2 2022.
918 funds tracked by Wall St. Rank held Vistra as of Q3 2024.

Based on J. Goldman & Co's 13F filing for Q3 2024, filed 14 Nov 2024.