Paces Ferry Wealth Advisors’s Vistra VST Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-496	Closed	-$9K	–	1079
2020 Q3	$9K	Buy	+496	New	+$9.35K	0.01%	465

Other funds holding VST

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OCM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

DKCM

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

FIG

Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Paces Ferry Wealth Advisors's VST Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Vistra (VST) in Q4 2020, closing a stake of 496 shares — an estimated $9K sold.

Paces Ferry Wealth Advisors first reported a position in VST in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 400 funds tracked by Wall St. Rank hold VST as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Vistra position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 496 Vistra shares in Q4 2020, an estimated $9K.
Paces Ferry Wealth Advisors first reported a position in Vistra in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Vistra position peaked at $9K in Q3 2020.
400 funds tracked by Wall St. Rank held Vistra as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.