APA
VRT icon

American Portfolios Advisors’s Vertiv VRT Stock Holding History

American Portfolios Advisors’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 		$4.89K Sell
503
-1,239
-71% -$13.9K ﹤0.01% 2829
2022
Q2 		$14.3K Sell
1,742
-1,170
-40% -$13.2K ﹤0.01% 2400
2022
Q1 		$40.8K Sell
2,912
-1,860
-39% -$33.1K ﹤0.01% 1984
2021
Q4 		$119K Sell
4,772
-541
-10% -$13.5K ﹤0.01% 1430
2021
Q3 		$128K Buy
5,313
+4,978
+1,486% +$132K ﹤0.01% 1341
2021
Q2 		$9.15K Buy
+335
New +$8.01K ﹤0.01% 2567

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

American Portfolios Advisors's VRT Position: Q3 2022 in Review

American Portfolios Advisors reduced its Vertiv (VRT) stake by 71% in Q3 2022, selling an estimated $13.9K and leaving 503 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

American Portfolios Advisors first reported a position in VRT in Q2 2021 and has held it in 6 quarters since. The position peaked at $128K in Q3 2021. 254 funds tracked by Wall St. Rank hold VRT as of Q3 2022.

  • American Portfolios Advisors held 503 shares of Vertiv worth $4.89K as of Q3 2022.
  • American Portfolios Advisors sold 1,239 Vertiv shares in Q3 2022, an estimated $13.9K.
  • Vertiv made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2829 holding.
  • American Portfolios Advisors first reported a position in Vertiv in Q2 2021 and has held it in 6 quarters since.
  • American Portfolios Advisors's Vertiv position peaked at $128K in Q3 2021.
  • 254 funds tracked by Wall St. Rank held Vertiv as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.