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LGT Financial Advisors’s Vistra VST Stock Holding History

LGT 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
2025
Q1 		– Sell
-521
Closed -$71.8K – 718
2024
Q4 		$71.8K Hold
521
– – 0.16% 121
2024
Q3 		$61.8K Hold
521
– – 0.15% 103
2024
Q2 		$44.8K Hold
521
– – 0.09% 171
2024
Q1 		$36.3K Hold
521
– – 0.04% 264
2023
Q4 		$20.1K Hold
521
– – 0.02% 351
2023
Q3 		$17.3K Buy
+521
New +$15.6K 0.02% 371

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LGT Financial Advisors's VST Position: Q1 2025 in Review

LGT Financial Advisors sold out of Vistra (VST) in Q1 2025, closing a stake of 521 shares — an estimated $71.8K sold.

LGT Financial Advisors first reported a position in VST in Q3 2023 and held it in 6 quarters. The position peaked at $71.8K in Q4 2024. 1,119 funds tracked by Wall St. Rank hold VST as of Q1 2025.

  • LGT Financial Advisors reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 521 Vistra shares in Q1 2025, an estimated $71.8K.
  • LGT Financial Advisors first reported a position in Vistra in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Vistra position peaked at $71.8K in Q4 2024.
  • 1,119 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.