SMH
VST icon

Sanders Morris Harris’s Vistra VST Stock Holding History

Sanders Morris Harris’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
Q4 		– Sell
-1,900
Closed -$225K – 316
2024
Q3 		$225K Buy
+1,900
New +$161K 0.04% 246
2024
Q2 		– Sell
-6,600
Closed -$460K – 302
2024
Q1 		$460K Buy
+6,600
New +$326K 0.08% 164
2023
Q4 		– Sell
-9,240
Closed -$307K – 254
2023
Q3 		$307K Sell
9,240
-3,800
-29% -$114K 0.06% 190
2023
Q2 		$342K Hold
13,040
– – 0.08% 181
2023
Q1 		$313K Hold
13,040
– – 0.11% 86
2022
Q4 		$303K Hold
13,040
– – 0.11% 154
2022
Q3 		$274K Hold
13,040
– – 0.07% 212
2022
Q2 		$298K Hold
13,040
– – 0.07% 211
2022
Q1 		$303K Hold
13,040
– – 0.06% 225
2021
Q4 		$297K Buy
13,040
+2,400
+23% +$48.1K 0.05% 237
2021
Q3 		$182K Hold
10,640
– – 0.03% 287
2021
Q2 		$197K Buy
+10,640
New +$184K 0.04% 295

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return