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TFO Wealth Partners’s Vistra VST Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-22
Closed -$1.53K – 730
2024
Q1 		$1.53K Hold
22
– – ﹤0.01% 128
2023
Q4 		$847 Sell
22
-16
-42% -$556 ﹤0.01% 229
2023
Q3 		$998 Buy
38
+16
+73% +$480 ﹤0.01% 285
2023
Q2 		$578 Hold
22
– – ﹤0.01% 261
2023
Q1 		$528 Buy
22
+21
+2,100% +$487 ﹤0.01% 237
2022
Q4 		$131 Buy
+1
New +$23 ﹤0.01% 714

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

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

TFO Wealth Partners sold out of Vistra (VST) in Q2 2024, closing a stake of 22 shares — an estimated $1.53K sold.

TFO Wealth Partners first reported a position in VST in Q4 2022 and held it in 6 quarters. The position peaked at $1.53K in Q1 2024. 798 funds tracked by Wall St. Rank hold VST as of Q2 2024.

  • TFO Wealth Partners reported no remaining Vistra position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 22 Vistra shares in Q2 2024, an estimated $1.53K.
  • TFO Wealth Partners first reported a position in Vistra in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Vistra position peaked at $1.53K in Q1 2024.
  • 798 funds tracked by Wall St. Rank held Vistra as of Q2 2024.

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