Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: VISTA INVESTMENT MANAGEMENT
  City: PITTSBURGH
  State: PA
  Zip: 15235
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $245,622,000
  Total Value Change : $30,382,000
  Securities Held Change : 11
   
All Securities Held : 180
  New Positions : 14
  Closed Positions : 4
  Increased Positions : 69
  Unchanged Positions : 23
  Decreased Positions : 74

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 19 New $155.01 $3,275,000 20,269 1.33% 3,275,000 20,269 0.005    Domestic Money Center...
   (PFE)1 Year Chart         PFE Pfizer Inc 57 New $29.31 $1,291,000 46,517 0.53% 1,291,000 46,517 0.001    Drug Manufacturers - ...
   (JAAA)1 Year Chart         JAAA Janus Henderson Aaa Clo Etf 65 New $0.00 $1,175,000 23,151 0.48% 1,175,000 23,151 0.026    N/A
   (D)1 Year Chart         D Dominion Energy Inc 95 New $53.67 $728,000 14,806 0.3% 728,000 14,806 0.002    Electric Utilities
   (BP)1 Year Chart         BP BP Plc (ADR) 100 New $36.40 $701,000 18,611 0.29% 701,000 18,611 0.001    Integrated Oil & Gas
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 103 New $174.75 $686,000 3,403 0.28% 686,000 3,403 0.001    Oil & Gas Refining, P...
   (BMAR)1 Year Chart         BMAR Innovator S&p 500 Buffer Et... 153 New $0.00 $274,000 6,587 0.11% 274,000 6,587 0.073    N/A
   (GPN)1 Year Chart         GPN Global Payments Inc 154 New $127.47 $269,000 2,016 0.11% 269,000 2,016 0.001    Business Services
   (HWM)1 Year Chart         HWM Howmet Aerospace Inc 156 New $84.63 $267,000 3,905 0.11% 267,000 3,905 0    Aluminum
   (GE)1 Year Chart         GE General Electric Co 161 New $161.46 $244,000 1,388 0.1% 244,000 1,388 0.002    Conglomerates
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 167 New $60.24 $220,000 3,661 0.09% 220,000 3,661 0    Discount, Variety Stores
   (HD)1 Year Chart         HD Home Depot Inc 171 New $328.01 $208,000 543 0.08% 208,000 543 0.04    Home Improvement Stores
   (XLC)1 Year Chart         XLC Communication Services Sele... 175 New $83.59 $206,000 2,526 0.08% 206,000 2,526 0    N/A
   (T)1 Year Chart         T AT&T Corp 178 New $18.01 $176,000 10,000 0.07% 176,000 10,000 0    Long Distance Carriers

      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results