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Baystate Wealth Management’s Vertiv VRT Stock Holding History

Baystate Wealth Management’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
2021
Q4 		– Sell
-200
Closed -$5K – 983
2021
Q3 		$5K Hold
200
– – ﹤0.01% 601
2021
Q2 		$5K Buy
+200
New +$4.78K ﹤0.01% 575

Other funds holding VRT

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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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baystate Wealth Management's VRT Position: Q4 2021 in Review

Baystate Wealth Management sold out of Vertiv (VRT) in Q4 2021, closing a stake of 200 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in VRT in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 306 funds tracked by Wall St. Rank hold VRT as of Q4 2021.

  • Baystate Wealth Management reported no remaining Vertiv position as of Q4 2021 after selling out during the quarter.
  • Baystate Wealth Management sold 200 Vertiv shares in Q4 2021, an estimated $5K.
  • Baystate Wealth Management first reported a position in Vertiv in Q2 2021 and held it in 2 quarters.
  • Baystate Wealth Management's Vertiv position peaked at $5K in Q3 2021.
  • 306 funds tracked by Wall St. Rank held Vertiv as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.