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WR Wealth Planners’s Vistra VST Stock Holding History

WR Wealth Planners’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
Q4 		$2.76K Buy
20
+3
+18% +$417 ﹤0.01% 799
2024
Q3 		$2.02K Hold
17
– – ﹤0.01% 910
2024
Q2 		$1.46K Sell
17
-30
-64% -$2.51K ﹤0.01% 926
2024
Q1 		$3.27K Buy
+47
New +$2.33K ﹤0.01% 794

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WR Wealth Planners's VST Position: Q4 2024 in Review

WR Wealth Planners increased its Vistra (VST) stake by 18% in Q4 2024, buying an estimated $417 and bringing the position to 20 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

WR Wealth Planners first reported a position in VST in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.27K in Q1 2024. 1,105 funds tracked by Wall St. Rank hold VST as of Q4 2024.

  • WR Wealth Planners held 20 shares of Vistra worth $2.76K as of Q4 2024.
  • WR Wealth Planners bought 3 Vistra shares in Q4 2024, an estimated $417.
  • Vistra made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #799 holding.
  • WR Wealth Planners first reported a position in Vistra in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Vistra position peaked at $3.27K in Q1 2024.
  • 1,105 funds tracked by Wall St. Rank held Vistra as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.