Moody Lynn & Lieberson’s Vistra VST Stock Holding History

Moody Lynn & Lieberson’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
2024 Q1	–	Sell	-84,710	Closed	-$3.26M	–	247
2023 Q4	$3.26M	Buy	+84,710	New	+$2.95M	0.25%	68

Other funds holding VST

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moody Lynn & Lieberson's VST Position: Q1 2024 in Review

Moody Lynn & Lieberson sold out of Vistra (VST) in Q1 2024, closing a stake of 84,710 shares — an estimated $3.26M sold.

Moody Lynn & Lieberson first reported a position in VST in Q4 2023 and held it in 1 quarter. The position peaked at $3.26M in Q4 2023. 666 funds tracked by Wall St. Rank hold VST as of Q1 2024.

Moody Lynn & Lieberson reported no remaining Vistra position as of Q1 2024 after selling out during the quarter.
Moody Lynn & Lieberson sold 84,710 Vistra shares in Q1 2024, an estimated $3.26M.
Moody Lynn & Lieberson first reported a position in Vistra in Q4 2023 and held it in 1 quarter.
Moody Lynn & Lieberson's Vistra position peaked at $3.26M in Q4 2023.
666 funds tracked by Wall St. Rank held Vistra as of Q1 2024.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2024, filed 23 Apr 2024.