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WR Wealth Planners’s Vestis VSTS Stock Holding History

WR Wealth Planners’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.44K Hold
160
– – ﹤0.01% 821
2024
Q3 		$2.38K Hold
160
– – ﹤0.01% 872
2024
Q2 		$1.96K Hold
160
– – ﹤0.01% 894
2024
Q1 		$3.08K Buy
+160
New +$3.17K ﹤0.01% 801

Other funds holding VSTS

CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

WR Wealth Planners held its Vestis (VSTS) position steady in Q4 2024 at 160 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

WR Wealth Planners first reported a position in VSTS in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.08K in Q1 2024. 298 funds tracked by Wall St. Rank hold VSTS as of Q4 2024.

  • WR Wealth Planners held 160 shares of Vestis worth $2.44K as of Q4 2024.
  • WR Wealth Planners left its Vestis share count unchanged in Q4 2024.
  • Vestis made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #821 holding.
  • WR Wealth Planners first reported a position in Vestis in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Vestis position peaked at $3.08K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Vestis as of Q4 2024.

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