TFO
VISN

Tarbox Family Office’s Vistance Networks Inc VISN Stock Holding History

Tarbox Family Office’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
Q2 		– Sell
-105
Closed -$1K – 305
2022
Q1 		$1K Hold
105
– – ﹤0.01% 924
2021
Q4 		$1K Hold
105
– – ﹤0.01% 988
2021
Q3 		$1K Hold
105
– – ﹤0.01% 1031
2021
Q2 		$2K Hold
105
– – ﹤0.01% 910
2021
Q1 		$2K Hold
105
– – ﹤0.01% 858
2020
Q4 		$1K Hold
105
– – ﹤0.01% 975
2020
Q3 		$1K Hold
105
– – ﹤0.01% 939
2020
Q2 		$1K Hold
105
– – ﹤0.01% 932
2020
Q1 		$1K Buy
+105
New +$1.22K ﹤0.01% 824

Other funds holding VISN

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FP
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
WMSA
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return