BDO Wealth Advisors’s Vertiv VRT Stock Holding History

BDO Wealth Advisors’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
2022 Q1	–	Sell	-18	Closed	–	–	1146
2021 Q4	$0	Buy	+18	New	+$450	﹤0.01%	1156

Other funds holding VRT

PEA

Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

BDO Wealth Advisors's VRT Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Vertiv (VRT) in Q1 2022, closing a stake of 18 shares.

BDO Wealth Advisors first reported a position in VRT in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 293 funds tracked by Wall St. Rank hold VRT as of Q1 2022.

BDO Wealth Advisors reported no remaining Vertiv position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 18 Vertiv shares in Q1 2022.
BDO Wealth Advisors first reported a position in Vertiv in Q4 2021 and held it in 1 quarter.
BDO Wealth Advisors's Vertiv position peaked at $0 in Q4 2021.
293 funds tracked by Wall St. Rank held Vertiv as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.