K.J. Harrison & Partners’s Vistra VST Stock Holding History

K.J. Harrison & Partners’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	–	Sell	-2,000	Closed	-$261K	–	235
2024 Q3	$261K	Buy	+2,000	New	+$170K	0.04%	200

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

K.J. Harrison & Partners's VST Position: Q4 2024 in Review

K.J. Harrison & Partners sold out of Vistra (VST) in Q4 2024, closing a stake of 2,000 shares — an estimated $261K sold.

K.J. Harrison & Partners first reported a position in VST in Q3 2024 and held it in 1 quarter. The position peaked at $261K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold VST as of Q4 2024.

K.J. Harrison & Partners reported no remaining Vistra position as of Q4 2024 after selling out during the quarter.
K.J. Harrison & Partners sold 2,000 Vistra shares in Q4 2024, an estimated $261K.
K.J. Harrison & Partners first reported a position in Vistra in Q3 2024 and held it in 1 quarter.
K.J. Harrison & Partners's Vistra position peaked at $261K in Q3 2024.
1,106 funds tracked by Wall St. Rank held Vistra as of Q4 2024.

Based on K.J. Harrison & Partners's 13F filing for Q4 2024, filed 5 Feb 2025.