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Robertson Stephens Wealth Management’s Vista Energy VIST Stock Holding History

Robertson Stephens 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
2022
Q4 		– Sell
-10,000
Closed -$94K – 438
2022
Q3 		$94K Hold
10,000
– – 0.01% 350
2022
Q2 		$73K Buy
+10,000
New +$85.4K 0.01% 367

Other funds holding VIST

KI
Kensington Investments Amsterdam, Netherlands $390M AUM 222.61% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Robertson Stephens Wealth Management's VIST Position: Q4 2022 in Review

Robertson Stephens Wealth Management sold out of Vista Energy (VIST) in Q4 2022, closing a stake of 10,000 shares — an estimated $94K sold.

Robertson Stephens Wealth Management first reported a position in VIST in Q2 2022 and held it in 2 quarters. The position peaked at $94K in Q3 2022. 83 funds tracked by Wall St. Rank hold VIST as of Q4 2022.

  • Robertson Stephens Wealth Management reported no remaining Vista Energy position as of Q4 2022 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 10,000 Vista Energy shares in Q4 2022, an estimated $94K.
  • Robertson Stephens Wealth Management first reported a position in Vista Energy in Q2 2022 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Vista Energy position peaked at $94K in Q3 2022.
  • 83 funds tracked by Wall St. Rank held Vista Energy as of Q4 2022.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.