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Northwest Financial Advisors’s Vistra VST Stock Holding History

Northwest 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
2024
Q4 		– Sell
-100
Closed -$11.9K – 535
2024
Q3 		$11.9K Buy
+100
New +$8.49K 0.01% 381

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Northwest Financial Advisors's VST Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Vistra (VST) in Q4 2024, closing a stake of 100 shares — an estimated $11.9K sold.

Northwest Financial Advisors first reported a position in VST in Q3 2024 and held it in 1 quarter. The position peaked at $11.9K in Q3 2024. 1,106 funds tracked by Wall St. Rank hold VST as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Vistra position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 100 Vistra shares in Q4 2024, an estimated $11.9K.
  • Northwest Financial Advisors first reported a position in Vistra in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Vistra position peaked at $11.9K in Q3 2024.
  • 1,106 funds tracked by Wall St. Rank held Vistra as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.