Liberty Wealth Management’s Vistra VST Stock Holding History

Liberty Wealth Management’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
2021 Q2	–	Sell	-16	Closed	–	–	1191
2021 Q1	$0	Hold	16	–	–	﹤0.01%	1050
2020 Q4	$0	Buy	+16	New	+$298	﹤0.01%	1080

Other funds holding VST

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

OCM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Liberty Wealth Management's VST Position: Q2 2021 in Review

Liberty Wealth Management sold out of Vistra (VST) in Q2 2021, closing a stake of 16 shares.

Liberty Wealth Management first reported a position in VST in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 375 funds tracked by Wall St. Rank hold VST as of Q2 2021.

Liberty Wealth Management reported no remaining Vistra position as of Q2 2021 after selling out during the quarter.
Liberty Wealth Management sold 16 Vistra shares in Q2 2021.
Liberty Wealth Management first reported a position in Vistra in Q4 2020 and held it in 2 quarters.
Liberty Wealth Management's Vistra position peaked at $0 in Q1 2021.
375 funds tracked by Wall St. Rank held Vistra as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.