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Precision Wealth Strategies’s Vistra VST Stock Holding History

Precision Wealth Strategies’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
-4,907
Closed -$582K – 129
2024
Q3 		$582K Buy
4,907
+17
+0.3% +$1.44K 0.54% 32
2024
Q2 		$420K Buy
+4,890
New +$409K 0.43% 44

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Precision Wealth Strategies's VST Position: Q4 2024 in Review

Precision Wealth Strategies sold out of Vistra (VST) in Q4 2024, closing a stake of 4,907 shares — an estimated $582K sold.

Precision Wealth Strategies first reported a position in VST in Q2 2024 and held it in 2 quarters. The position peaked at $582K in Q3 2024. 1,105 funds tracked by Wall St. Rank hold VST as of Q4 2024.

  • Precision Wealth Strategies reported no remaining Vistra position as of Q4 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,907 Vistra shares in Q4 2024, an estimated $582K.
  • Precision Wealth Strategies first reported a position in Vistra in Q2 2024 and held it in 2 quarters.
  • Precision Wealth Strategies's Vistra position peaked at $582K in Q3 2024.
  • 1,105 funds tracked by Wall St. Rank held Vistra as of Q4 2024.

Based on Precision Wealth Strategies's 13F filing for Q4 2024, filed 24 Jan 2025.