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Wealthspire Advisors (Maryland)’s Vistra VST Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,340
Closed -$61K – 2007
2019
Q1 		$61K Sell
2,340
-1,215
-34% -$30.7K ﹤0.01% 832
2018
Q4 		$81K Sell
3,555
-537
-13% -$12.7K 0.01% 678
2018
Q3 		$102K Sell
4,092
-643
-14% -$14.8K 0.01% 679
2018
Q2 		$112K Buy
4,735
+4,033
+575% +$92.7K 0.01% 664
2018
Q1 		$15K Sell
702
-470
-40% -$9.08K ﹤0.01% 1413
2017
Q4 		$21K Buy
1,172
+1,160
+9,667% +$21.7K ﹤0.01% 1315
2017
Q3 		$0 Buy
+12
New +$207 ﹤0.01% 2475

Other funds holding VST

BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VST Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vistra (VST) in Q2 2019, closing a stake of 2,340 shares — an estimated $61K sold.

Wealthspire Advisors (Maryland) first reported a position in VST in Q3 2017 and held it in 7 quarters. The position peaked at $112K in Q2 2018. 334 funds tracked by Wall St. Rank hold VST as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vistra position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,340 Vistra shares in Q2 2019, an estimated $61K.
  • Wealthspire Advisors (Maryland) first reported a position in Vistra in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Vistra position peaked at $112K in Q2 2018.
  • 334 funds tracked by Wall St. Rank held Vistra as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.