Legacy Financial Advisors’s Vistra VST Stock Holding History

Legacy Financial Advisors’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
2022 Q2	–	Sell	-15,000	Closed	-$349K	–	258
2022 Q1	$349K	Buy	+15,000	New	+$333K	0.08%	150

Other funds holding VST

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

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

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

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

LCM

Laurion Capital Management New York $3.9B AUM 75.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

Legacy Financial Advisors's VST Position: Q2 2022 in Review

Legacy Financial Advisors sold out of Vistra (VST) in Q2 2022, closing a stake of 15,000 shares — an estimated $349K sold.

Legacy Financial Advisors first reported a position in VST in Q1 2022 and held it in 1 quarter. The position peaked at $349K in Q1 2022. 422 funds tracked by Wall St. Rank hold VST as of Q2 2022.

Legacy Financial Advisors reported no remaining Vistra position as of Q2 2022 after selling out during the quarter.
Legacy Financial Advisors sold 15,000 Vistra shares in Q2 2022, an estimated $349K.
Legacy Financial Advisors first reported a position in Vistra in Q1 2022 and held it in 1 quarter.
Legacy Financial Advisors's Vistra position peaked at $349K in Q1 2022.
422 funds tracked by Wall St. Rank held Vistra as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.