JWM
VISN

Jeppson Wealth Management’s Vistance Networks Inc VISN Stock Holding History

Jeppson Wealth Management’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
2020
Q4 		– Sell
-3,970
Closed -$36K – 193
2020
Q3 		$36K Buy
+3,970
New +$37.4K 0.03% 253

Other funds holding VISN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jeppson Wealth Management's VISN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Vistance Networks Inc (VISN) in Q4 2020, closing a stake of 3,970 shares — an estimated $36K sold.

Jeppson Wealth Management first reported a position in VISN in Q3 2020 and held it in 1 quarter. The position peaked at $36K in Q3 2020. 220 funds tracked by Wall St. Rank hold VISN as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Vistance Networks Inc position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 3,970 Vistance Networks Inc shares in Q4 2020, an estimated $36K.
  • Jeppson Wealth Management first reported a position in Vistance Networks Inc in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Vistance Networks Inc position peaked at $36K in Q3 2020.
  • 220 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.