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Annapolis Financial Services’s Vertiv VRT Stock Holding History

Annapolis Financial Services’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
2024
Q3 		$213 Buy
+2
New +$166 ﹤0.01% 445

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Annapolis Financial Services's VRT Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Vertiv (VRT) in Q3 2024: 2 shares worth $213. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings.

1,021 funds tracked by Wall St. Rank hold VRT as of Q3 2024.

  • Annapolis Financial Services held 2 shares of Vertiv worth $213 as of Q3 2024.
  • Vertiv was a new Annapolis Financial Services position in Q3 2024.
  • Vertiv made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #445 holding.
  • 1,021 funds tracked by Wall St. Rank held Vertiv as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.