- New Purchases: QUAL, SPMD, SPLG, RTX, RYT, NVS, XLF, TJX, PYPL, ABR,
- Added Positions: WPC, BABA, MTUM, IJR, VWO, IEMG, FTSL, EWX, SHM, IJH, RUSHB, SPTS, JPM, DFS, XLK, VOX, MRK, FNB, BOCH, LOW, WFC, ARCC, CSCO, IPKW, JLL, HIG, CMCSA, COF, CVS, VCR, VCSH, VEA, VO, LVS, VAW, AEF, PEP, ADS, LH, KMI,
- Reduced Positions: VGT, FLRN, SPTM, GLPI, TMO, WCC, FIS, SPSB, MSFT, SHYG, ATVI, SPIB, INTC, SRLN, VFH, RMD, FB, TEL, IVV, SPEM, MLCO, HBI, STZ, VTR, MMM, INGR, ANSS, SPY, AMGN, JNJ, AMZN, PG, BOND, VTI, UNH, ANTM, VIG, TOWN, XLB, EOG, FBIZ, SCZ, FPE, CWB, GOOG, TM, APD,
- Sold Out: EMM, ELR, BIL, RTN, ZM, NIO,
For the details of VISTA INVESTMENT MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/vista+investment+management/current-portfolio/portfolio
These are the top 5 holdings of VISTA INVESTMENT MANAGEMENT- SPDR SERIES TRUST (FLRN) - 123,868 shares, 3.55% of the total portfolio. Shares reduced by 4.27%
- VANGUARD WORLD FDS (VGT) - 13,458 shares, 3.53% of the total portfolio. Shares reduced by 5.76%
- SPDR SERIES TRUST (SPSB) - 97,328 shares, 2.87% of the total portfolio. Shares reduced by 2.1%
- ISHARES TRUST (IJR) - 40,077 shares, 2.58% of the total portfolio. Shares added by 8.07%
- SPDR INDEX SHS FDS (SPEM) - 74,903 shares, 2.36% of the total portfolio. Shares reduced by 1.16%
Vista Investment Management initiated holding in ISHARES TRUST. The purchase prices were between $77.66 and $101.43, with an estimated average price of $91.59. The stock is now traded at around $103.99. The impact to a portfolio due to this purchase was 2.35%. The holding were 26,021 shares as of .
New Purchase: SPDR SERIES TRUST (SPMD)Vista Investment Management initiated holding in SPDR SERIES TRUST. The purchase prices were between $23.46 and $34.21, with an estimated average price of $29.14. The stock is now traded at around $34.22. The impact to a portfolio due to this purchase was 1.97%. The holding were 66,876 shares as of .
New Purchase: SPDR SERIES TRUST (SPLG)Vista Investment Management initiated holding in SPDR SERIES TRUST. The purchase prices were between $28.91 and $37.99, with an estimated average price of $34.3. The stock is now traded at around $39.58. The impact to a portfolio due to this purchase was 1.34%. The holding were 39,216 shares as of .
New Purchase: Raytheon Technologies Corp (RTX)Vista Investment Management initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $63.64. The impact to a portfolio due to this purchase was 0.57%. The holding were 9,804 shares as of .
New Purchase: Invesco S P 500 Equal Weight Technology ETF (RYT)Vista Investment Management initiated holding in Invesco S P 500 Equal Weight Technology ETF. The purchase prices were between $151.58 and $208.58, with an estimated average price of $184.75. The stock is now traded at around $210.06. The impact to a portfolio due to this purchase was 0.49%. The holding were 2,615 shares as of .
New Purchase: Novartis AG (NVS)Vista Investment Management initiated holding in Novartis AG. The purchase prices were between $80.93 and $91.1, with an estimated average price of $86.22. The stock is now traded at around $84.65. The impact to a portfolio due to this purchase was 0.34%. The holding were 4,072 shares as of .
Added: W.P. Carey Inc (WPC)Vista Investment Management added to a holding in W.P. Carey Inc by 140.86%. The purchase prices were between $50.26 and $74.36, with an estimated average price of $63.4. The stock is now traded at around $70.85. The impact to a portfolio due to this purchase was 0.35%. The holding were 9,213 shares as of .
Added: Alibaba Group Holding Ltd (BABA)Vista Investment Management added to a holding in Alibaba Group Holding Ltd by 143.81%. The purchase prices were between $187.11 and $228.75, with an estimated average price of $207.72. The stock is now traded at around $253.97. The impact to a portfolio due to this purchase was 0.31%. The holding were 2,560 shares as of .
Added: First Trust Senior Loan Fund ETF (FTSL)Vista Investment Management added to a holding in First Trust Senior Loan Fund ETF by 38.53%. The purchase prices were between $41.79 and $46.3, with an estimated average price of $44.64. The stock is now traded at around $46.34. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,374 shares as of .
Added: ISHARES INC (IEMG)Vista Investment Management added to a holding in ISHARES INC by 30.47%. The purchase prices were between $38.47 and $48.81, with an estimated average price of $44.24. The stock is now traded at around $52.91. The impact to a portfolio due to this purchase was 0.11%. The holding were 10,890 shares as of .
Added: SPDR SERIES TRUST (SHM)Vista Investment Management added to a holding in SPDR SERIES TRUST by 29.75%. The purchase prices were between $48.24 and $49.96, with an estimated average price of $49.4. The stock is now traded at around $49.94. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,967 shares as of .
Added: F N B Corp (FNB)Vista Investment Management added to a holding in F N B Corp by 34.76%. The purchase prices were between $6.26 and $9.51, with an estimated average price of $7.53. The stock is now traded at around $7.98. The impact to a portfolio due to this purchase was 0.05%. The holding were 27,895 shares as of .
Sold Out: SPDR Russell Small Cap Complet (EMM)Vista Investment Management sold out a holding in SPDR Russell Small Cap Complet. The sale prices were between $82.85 and $82.85, with an estimated average price of $82.85.
Sold Out: SPDR Russell 1000 ETF (ELR)Vista Investment Management sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.
Sold Out: SPDR SERIES TRUST (BIL)Vista Investment Management sold out a holding in SPDR SERIES TRUST. The sale prices were between $91.52 and $91.57, with an estimated average price of $91.54.
Sold Out: Raytheon Co (RTN)Vista Investment Management sold out a holding in Raytheon Co. The sale prices were between $116.96 and $131.15, with an estimated average price of $123.51.
Sold Out: Zoom Video Communications Inc (ZM)Vista Investment Management sold out a holding in Zoom Video Communications Inc. The sale prices were between $113.75 and $259.51, with an estimated average price of $178.45.
Sold Out: NIO Inc (NIO)Vista Investment Management sold out a holding in NIO Inc. The sale prices were between $2.39 and $7.72, with an estimated average price of $4.33.
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