AF
VRTV

Allworth Financial’s VERITIV CORPORATION VRTV Stock Holding History

Allworth Financial’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-27
Closed -$4.56K – 3670
2023
Q3 		$4.56K Buy
27
+19
+238% +$2.95K ﹤0.01% 2150
2023
Q2 		$1K Hold
8
– – ﹤0.01% 2733
2023
Q1 		$1.08K Hold
8
– – ﹤0.01% 2638
2022
Q4 		$974 Buy
8
+2
+33% +$242 ﹤0.01% 2484
2022
Q3 		$1K Sell
6
-1
-14% -$119 ﹤0.01% 2585
2022
Q2 		$1K Buy
7
+2
+40% +$272 ﹤0.01% 2318
2022
Q1 		$1K Hold
5
– – ﹤0.01% 2052
2021
Q4 		$1K Hold
5
– – ﹤0.01% 1883
2021
Q3 		$0 Hold
5
– – ﹤0.01% 2001
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1689
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1642
2020
Q4 		$0 Hold
5
– – ﹤0.01% 1458
2020
Q3 		$0 Hold
5
– – ﹤0.01% 1290
2020
Q2 		$0 Buy
+5
New +$59 ﹤0.01% 1406
2019
Q2 		– Sell
-14
Closed – – 1053
2019
Q1 		$0 Buy
14
+7
+100% +$214 ﹤0.01% 1048
2018
Q4 		$0 Hold
7
– – ﹤0.01% 955
2018
Q3 		$0 Buy
+7
New +$300 ﹤0.01% 1011

Other funds holding VRTV

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's VRTV Position: Q4 2023 in Review

Allworth Financial sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 27 shares — an estimated $4.56K sold.

Allworth Financial first reported a position in VRTV in Q3 2018 and held it in 17 quarters. The position peaked at $4.56K in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

  • Allworth Financial reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
  • Allworth Financial sold 27 VERITIV CORPORATION shares in Q4 2023, an estimated $4.56K.
  • Allworth Financial first reported a position in VERITIV CORPORATION in Q3 2018 and held it in 17 quarters.
  • Allworth Financial's VERITIV CORPORATION position peaked at $4.56K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.