QWM
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QP Wealth Management’s Vista Energy VIST Stock Holding History

QP Wealth Management’s Portfolio VIST Stock Details VIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$304K Sell
10,010
-1,312
-12% -$34.3K 0.53% 48
2023
Q2 		$273K Sell
11,322
-894
-7% -$19.4K 0.43% 53
2023
Q1 		$242K Buy
+12,216
New +$209K 0.4% 57

Other funds holding VIST

KI
Kensington Investments Amsterdam, Netherlands $390M AUM 222.61% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

QP Wealth Management's VIST Position: Q3 2023 in Review

QP Wealth Management reduced its Vista Energy (VIST) stake by 12% in Q3 2023, selling an estimated $34.3K and leaving 10,010 shares worth $304K. The position accounts for 0.53% of the portfolio, ranked #48.

QP Wealth Management first reported a position in VIST in Q1 2023 and has held it in 3 quarters since. 107 funds tracked by Wall St. Rank hold VIST as of Q3 2023.

  • QP Wealth Management held 10,010 shares of Vista Energy worth $304K as of Q3 2023.
  • QP Wealth Management sold 1,312 Vista Energy shares in Q3 2023, an estimated $34.3K.
  • Vista Energy made up 0.53% of QP Wealth Management's portfolio in Q3 2023, its #48 holding.
  • QP Wealth Management first reported a position in Vista Energy in Q1 2023 and has held it in 3 quarters since.
  • 107 funds tracked by Wall St. Rank held Vista Energy as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.