AWS
VRTV

Atria Wealth Solutions’s VERITIV CORPORATION VRTV Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-3,542
Closed -$479K – 2012
2023
Q1 		$479K Sell
3,542
-53
-1% -$6.79K 0.01% 1166
2022
Q4 		$438K Hold
3,595
– – 0.01% 1154
2022
Q3 		$351K Sell
3,595
-79
-2% -$9.39K 0.01% 1207
2022
Q2 		$399K Buy
3,674
+1,268
+53% +$173K 0.01% 1075
2022
Q1 		$321K Buy
+2,406
New +$262K 0.01% 1282

Other funds holding VRTV

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return