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Regent Peak Wealth Advisors’s Vistra VST Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-125
Closed -$2K – 980
2020
Q4 		$2K Buy
+125
New +$2.33K ﹤0.01% 850

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Regent Peak Wealth Advisors's VST Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Vistra (VST) in Q1 2021, closing a stake of 125 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in VST in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 406 funds tracked by Wall St. Rank hold VST as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vistra position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 125 Vistra shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Vistra in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vistra position peaked at $2K in Q4 2020.
  • 406 funds tracked by Wall St. Rank held Vistra as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.