BRWA
VRTV

B. Riley Wealth Advisors’s VERITIV CORPORATION VRTV Stock Holding History

B. Riley Wealth Advisors’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
-3,154
Closed -$426K – 1676
2023
Q1 		$426K Sell
3,154
-212
-6% -$27.2K 0.01% 877
2022
Q4 		$410K Sell
3,366
-275
-8% -$33.3K 0.01% 869
2022
Q3 		$357K Buy
3,641
+1,447
+66% +$172K 0.01% 914
2022
Q2 		$239K Buy
+2,194
New +$299K 0.01% 969
2015
Q1 		– Sell
-61
Closed -$3 – 2105
2014
Q4 		$3 Buy
+61
New +$2.93K ﹤0.01% 3335

Other funds holding VRTV

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $35.6B 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

B. Riley Wealth Advisors's VRTV Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of VERITIV CORPORATION (VRTV) in Q2 2023, closing a stake of 3,154 shares — an estimated $426K sold.

B. Riley Wealth Advisors first reported a position in VRTV in Q4 2014 and held it in 5 quarters. The position peaked at $426K in Q1 2023. 241 funds tracked by Wall St. Rank hold VRTV as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining VERITIV CORPORATION position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,154 VERITIV CORPORATION shares in Q2 2023, an estimated $426K.
  • B. Riley Wealth Advisors first reported a position in VERITIV CORPORATION in Q4 2014 and held it in 5 quarters.
  • B. Riley Wealth Advisors's VERITIV CORPORATION position peaked at $426K in Q1 2023.
  • 241 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.