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Wipfli Financial Advisors’s Vistra VST Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$42K Buy
+2,019
New +$48.9K ﹤0.01% 1188

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wipfli Financial Advisors's VST Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vistra (VST) in Q3 2022: 2,019 shares worth $42K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings.

414 funds tracked by Wall St. Rank hold VST as of Q3 2022.

  • Wipfli Financial Advisors held 2,019 shares of Vistra worth $42K as of Q3 2022.
  • Vistra was a new Wipfli Financial Advisors position in Q3 2022.
  • Vistra made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1188 holding.
  • 414 funds tracked by Wall St. Rank held Vistra as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.