PFA
VISN

Paradigm Financial Advisors’s Vistance Networks Inc VISN Stock Holding History

Paradigm Financial Advisors’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-13,509
Closed -$288K – 240
2021
Q2 		$288K Sell
13,509
-25
-0.2% -$466 0.06% 168
2021
Q1 		$208K Hold
13,534
– – 0.05% 182
2020
Q4 		$181K Buy
13,534
+598
+5% +$6.59K 0.05% 157
2020
Q3 		$116K Sell
12,936
-19,352
-60% -$182K 0.03% 131
2020
Q2 		$269K Buy
32,288
+1,274
+4% +$12.6K 0.09% 103
2020
Q1 		$283K Sell
31,014
-1,819
-6% -$21.1K 0.11% 91
2019
Q4 		$466K Buy
32,833
+7,640
+30% +$99.1K 0.16% 86
2019
Q3 		$296K Buy
+25,193
New +$325K 0.12% 97

Other funds holding VISN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return