VAG
ZSTK

VisionPoint Advisory Group’s ZeroStack Corp ZSTK Stock Holding History

VisionPoint Advisory Group’s Portfolio ZSTK Stock Details ZSTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2
Closed -$80 – 792
2023
Q3 		$80 Buy
+2
New +$182 ﹤0.01% 673

Other funds holding ZSTK

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VisionPoint Advisory Group's ZSTK Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of ZeroStack Corp (ZSTK) in Q4 2023, closing a stake of 2 shares — an estimated $80 sold.

VisionPoint Advisory Group first reported a position in ZSTK in Q3 2023 and held it in 1 quarter. The position peaked at $80 in Q3 2023. 22 funds tracked by Wall St. Rank hold ZSTK as of Q4 2023.

  • VisionPoint Advisory Group reported no remaining ZeroStack Corp position as of Q4 2023 after selling out during the quarter.
  • VisionPoint Advisory Group sold 2 ZeroStack Corp shares in Q4 2023, an estimated $80.
  • VisionPoint Advisory Group first reported a position in ZeroStack Corp in Q3 2023 and held it in 1 quarter.
  • VisionPoint Advisory Group's ZeroStack Corp position peaked at $80 in Q3 2023.
  • 22 funds tracked by Wall St. Rank held ZeroStack Corp as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.