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Resurgent Financial Advisors’s Vistra VST Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-701
Closed -$27K – 477
2023
Q4 		$27K Buy
+701
New +$24.4K 0.02% 442
2023
Q3 		– Sell
-867
Closed -$22.8K – 530
2023
Q2 		$22.8K Buy
+867
New +$21.2K 0.02% 474

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Resurgent Financial Advisors's VST Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Vistra (VST) in Q1 2024, closing a stake of 701 shares — an estimated $27K sold.

Resurgent Financial Advisors first reported a position in VST in Q2 2023 and held it in 2 quarters. The position peaked at $27K in Q4 2023. 667 funds tracked by Wall St. Rank hold VST as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Vistra position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 701 Vistra shares in Q1 2024, an estimated $27K.
  • Resurgent Financial Advisors first reported a position in Vistra in Q2 2023 and held it in 2 quarters.
  • Resurgent Financial Advisors's Vistra position peaked at $27K in Q4 2023.
  • 667 funds tracked by Wall St. Rank held Vistra as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.