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Naples Money Management’s Vistra VST Stock Holding History

Naples Money 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
2024
Q3 		$5.69K Sell
48
-6
-11% -$509 ﹤0.01% 226
2024
Q2 		$4.72K Hold
54
– – ﹤0.01% 245
2024
Q1 		$3.76K Buy
+54
New +$2.67K ﹤0.01% 258

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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Naples Money Management's VST Position: Q3 2024 in Review

Naples Money Management reduced its Vistra (VST) stake by 11% in Q3 2024, selling an estimated $509 and leaving 48 shares worth $5.69K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Naples Money Management first reported a position in VST in Q1 2024 and has held it in 3 quarters since. 919 funds tracked by Wall St. Rank hold VST as of Q3 2024.

  • Naples Money Management held 48 shares of Vistra worth $5.69K as of Q3 2024.
  • Naples Money Management sold 6 Vistra shares in Q3 2024, an estimated $509.
  • Vistra made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #226 holding.
  • Naples Money Management first reported a position in Vistra in Q1 2024 and has held it in 3 quarters since.
  • 919 funds tracked by Wall St. Rank held Vistra as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.