L.J. Altfest & Co’s Vistra VST Stock Holding History

L.J. Altfest & 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
2025 Q1	–	Sell	-4,905	Closed	-$676K	–	366
2024 Q4	$676K	Sell	4,905 -1,693	-26%	-$235K	0.09%	164
2024 Q3	$782K	Buy	+6,598	New	+$560K	0.1%	152

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

L.J. Altfest & Co's VST Position: Q1 2025 in Review

L.J. Altfest & Co sold out of Vistra (VST) in Q1 2025, closing a stake of 4,905 shares — an estimated $676K sold.

L.J. Altfest & Co first reported a position in VST in Q3 2024 and held it in 2 quarters. The position peaked at $782K in Q3 2024. 1,118 funds tracked by Wall St. Rank hold VST as of Q1 2025.

L.J. Altfest & Co reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
L.J. Altfest & Co sold 4,905 Vistra shares in Q1 2025, an estimated $676K.
L.J. Altfest & Co first reported a position in Vistra in Q3 2024 and held it in 2 quarters.
L.J. Altfest & Co's Vistra position peaked at $782K in Q3 2024.
1,118 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on L.J. Altfest & Co's 13F filing for Q1 2025, filed 9 May 2025.