TWP
VISN

TFO Wealth Partners’s Vistance Networks Inc VISN Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$5 – 209
2024
Q1 		$5 Hold
4
– – ﹤0.01% 787
2023
Q4 		$11 Hold
4
– – ﹤0.01% 926
2023
Q3 		$23 Hold
4
– – ﹤0.01% 1082
2023
Q2 		$23 Hold
4
– – ﹤0.01% 805
2023
Q1 		$25 Sell
4
-8
-67% -$61 ﹤0.01% 787
2022
Q4 		$420 Buy
+12
New +$116 ﹤0.01% 505

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
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's VISN Position: Q2 2024 in Review

TFO Wealth Partners sold out of Vistance Networks Inc (VISN) in Q2 2024, closing a stake of 4 shares — an estimated $5 sold.

TFO Wealth Partners first reported a position in VISN in Q4 2022 and held it in 6 quarters. The position peaked at $420 in Q4 2022. 169 funds tracked by Wall St. Rank hold VISN as of Q2 2024.

  • TFO Wealth Partners reported no remaining Vistance Networks Inc position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Vistance Networks Inc shares in Q2 2024, an estimated $5.
  • TFO Wealth Partners first reported a position in Vistance Networks Inc in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Vistance Networks Inc position peaked at $420 in Q4 2022.
  • 169 funds tracked by Wall St. Rank held Vistance Networks Inc as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.