BIA
VRTV

Bell Investment Advisors’s VERITIV CORPORATION VRTV Stock Holding History

Bell Investment 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
Q4 		– Sell
-38
Closed -$6.42K – 2028
2023
Q3 		$6.42K Buy
38
+7
+23% +$1.09K ﹤0.01% 689
2023
Q2 		$3.89K Buy
31
+22
+244% +$2.57K ﹤0.01% 947
2023
Q1 		$1.22K Sell
9
-3
-25% -$384 ﹤0.01% 1479
2022
Q4 		$1.46K Buy
12
+7
+140% +$848 ﹤0.01% 1443
2022
Q3 		$0 Sell
5
-5
-50% -$594 ﹤0.01% 2018
2022
Q2 		$1K Buy
+10
New +$1.36K ﹤0.01% 1688

Other funds holding VRTV

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bell Investment Advisors's VRTV Position: Q4 2023 in Review

Bell Investment Advisors sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 38 shares — an estimated $6.42K sold.

Bell Investment Advisors first reported a position in VRTV in Q2 2022 and held it in 6 quarters. The position peaked at $6.42K in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

  • Bell Investment Advisors reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 38 VERITIV CORPORATION shares in Q4 2023, an estimated $6.42K.
  • Bell Investment Advisors first reported a position in VERITIV CORPORATION in Q2 2022 and held it in 6 quarters.
  • Bell Investment Advisors's VERITIV CORPORATION position peaked at $6.42K in Q3 2023.
  • 3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.