My Personal CFO LLC’s Vistra VST Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-68	Closed	-$1.58K	–	806
2022 Q4	$1.58K	Buy	+68	New	+$1.57K	﹤0.01%	557

Other funds holding VST

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

My Personal CFO LLC's VST Position: Q1 2023 in Review

My Personal CFO LLC sold out of Vistra (VST) in Q1 2023, closing a stake of 68 shares — an estimated $1.58K sold.

My Personal CFO LLC first reported a position in VST in Q4 2022 and held it in 1 quarter. The position peaked at $1.58K in Q4 2022. 427 funds tracked by Wall St. Rank hold VST as of Q1 2023.

My Personal CFO LLC reported no remaining Vistra position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 68 Vistra shares in Q1 2023, an estimated $1.58K.
My Personal CFO LLC first reported a position in Vistra in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Vistra position peaked at $1.58K in Q4 2022.
427 funds tracked by Wall St. Rank held Vistra as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.