SDWMA
VISN

Schneider Downs Wealth Management Advisors’s Vistance Networks Inc VISN Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio VISN Stock Details VISN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16,000
Closed -$147K – 122
2022
Q3 		$147K Hold
16,000
– – 0.04% 126
2022
Q2 		$98K Buy
+16,000
New +$112K 0.03% 141

Other funds holding VISN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's VISN Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Vistance Networks Inc (VISN) in Q4 2022, closing a stake of 16,000 shares — an estimated $147K sold.

Schneider Downs Wealth Management Advisors first reported a position in VISN in Q2 2022 and held it in 2 quarters. The position peaked at $147K in Q3 2022. 250 funds tracked by Wall St. Rank hold VISN as of Q4 2022.

  • Schneider Downs Wealth Management Advisors reported no remaining Vistance Networks Inc position as of Q4 2022 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 16,000 Vistance Networks Inc shares in Q4 2022, an estimated $147K.
  • Schneider Downs Wealth Management Advisors first reported a position in Vistance Networks Inc in Q2 2022 and held it in 2 quarters.
  • Schneider Downs Wealth Management Advisors's Vistance Networks Inc position peaked at $147K in Q3 2022.
  • 250 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.