BWM
VRT icon

BerganKDV Wealth Management’s Vertiv VRT Stock Holding History

BerganKDV 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
2022
Q1 		– Sell
-39
Closed -$1K – 1111
2021
Q4 		$1K Hold
39
– – ﹤0.01% 1024
2021
Q3 		$1K Hold
39
– – ﹤0.01% 1009
2021
Q2 		$1K Hold
39
– – ﹤0.01% 956
2021
Q1 		$1K Buy
+39
New +$787 ﹤0.01% 904

Other funds holding VRT

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
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
EC
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

BerganKDV Wealth Management's VRT Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Vertiv (VRT) in Q1 2022, closing a stake of 39 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in VRT in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 293 funds tracked by Wall St. Rank hold VRT as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Vertiv position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 39 Vertiv shares in Q1 2022, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Vertiv in Q1 2021 and held it in 4 quarters.
  • BerganKDV Wealth Management's Vertiv position peaked at $1K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held Vertiv as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.