RMR Wealth Builders’s Vistra Corp.Warrants to purchase Common Stock (Expiring February 2, 2024) VST.WS.A Stock Holding History

RMR Wealth Builders’s Portfolio VST.WS.A Stock Details VST.WS.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Hold	0	–	–	–	821
2020 Q4	–	Hold	0	–	–	–	566
2020 Q3	–	Hold	0	–	–	–	479
2020 Q2	–	Hold	0	–	–	–	447
2019 Q4	$0	Buy	+181	New	+$363	﹤0.01%	417

Other funds holding VST.WS.A

Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Jefferies Group New York $3.42B AUM 6.2% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.62B AUM 18.42% 1-Year Est. Return

IAT Reinsurance New York $310M AUM 13.37% 1-Year Est. Return