VWM
VIST icon

Venturi Wealth Management’s Vista Energy VIST Stock Holding History

Venturi Wealth Management’s Portfolio VIST Stock Details VIST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-88
Closed -$2.12K – 1436
2023
Q2 		$2.12K Buy
+88
New +$1.91K ﹤0.01% 910

Other funds holding VIST

KI
Kensington Investments Amsterdam, Netherlands $390M AUM 222.61% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Venturi Wealth Management's VIST Position: Q3 2023 in Review

Venturi Wealth Management sold out of Vista Energy (VIST) in Q3 2023, closing a stake of 88 shares — an estimated $2.12K sold.

Venturi Wealth Management first reported a position in VIST in Q2 2023 and held it in 1 quarter. The position peaked at $2.12K in Q2 2023. 107 funds tracked by Wall St. Rank hold VIST as of Q3 2023.

  • Venturi Wealth Management reported no remaining Vista Energy position as of Q3 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 88 Vista Energy shares in Q3 2023, an estimated $2.12K.
  • Venturi Wealth Management first reported a position in Vista Energy in Q2 2023 and held it in 1 quarter.
  • Venturi Wealth Management's Vista Energy position peaked at $2.12K in Q2 2023.
  • 107 funds tracked by Wall St. Rank held Vista Energy as of Q3 2023.

Based on Venturi Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.