LFA
VISN

Legacy Financial Advisors’s Vistance Networks Inc VISN Stock Holding History

Legacy Financial Advisors’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
2024
Q3 		– Sell
-423,927
Closed -$521K – 361
2024
Q2 		$521K Hold
423,927
– – 0.09% 173
2024
Q1 		$555K Buy
423,927
+150,000
+55% +$296K 0.1% 170
2023
Q4 		$772K Buy
273,927
+200,000
+271% +$433K 0.15% 110
2023
Q3 		$248K Buy
+73,927
New +$303K 0.05% 224

Other funds holding VISN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legacy Financial Advisors's VISN Position: Q3 2024 in Review

Legacy Financial Advisors sold out of Vistance Networks Inc (VISN) in Q3 2024, closing a stake of 423,927 shares — an estimated $521K sold.

Legacy Financial Advisors first reported a position in VISN in Q3 2023 and held it in 4 quarters. The position peaked at $772K in Q4 2023. 220 funds tracked by Wall St. Rank hold VISN as of Q3 2024.

  • Legacy Financial Advisors reported no remaining Vistance Networks Inc position as of Q3 2024 after selling out during the quarter.
  • Legacy Financial Advisors sold 423,927 Vistance Networks Inc shares in Q3 2024, an estimated $521K.
  • Legacy Financial Advisors first reported a position in Vistance Networks Inc in Q3 2023 and held it in 4 quarters.
  • Legacy Financial Advisors's Vistance Networks Inc position peaked at $772K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q3 2024.

Based on Legacy Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.