AW
VRT icon

ACG Wealth’s Vertiv VRT Stock Holding History

ACG Wealth’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2
Closed – – 996
2022
Q2 		$0 Buy
+2
New +$23 ﹤0.01% 1087

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ACG Wealth's VRT Position: Q3 2022 in Review

ACG Wealth sold out of Vertiv (VRT) in Q3 2022, closing a stake of 2 shares.

ACG Wealth first reported a position in VRT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 254 funds tracked by Wall St. Rank hold VRT as of Q3 2022.

  • ACG Wealth reported no remaining Vertiv position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 2 Vertiv shares in Q3 2022.
  • ACG Wealth first reported a position in Vertiv in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Vertiv position peaked at $0 in Q2 2022.
  • 254 funds tracked by Wall St. Rank held Vertiv as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.