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 $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Atria Wealth Solutions's VRTV Position: Q2 2023 in Review

Atria Wealth Solutions sold out of VERITIV CORPORATION (VRTV) in Q2 2023, closing a stake of 3,542 shares — an estimated $479K sold.

Atria Wealth Solutions first reported a position in VRTV in Q1 2022 and held it in 5 quarters. The position peaked at $479K in Q1 2023. 241 funds tracked by Wall St. Rank hold VRTV as of Q2 2023.

  • Atria Wealth Solutions reported no remaining VERITIV CORPORATION position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,542 VERITIV CORPORATION shares in Q2 2023, an estimated $479K.
  • Atria Wealth Solutions first reported a position in VERITIV CORPORATION in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's VERITIV CORPORATION position peaked at $479K in Q1 2023.
  • 241 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.