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Buckingham Strategic Wealth’s Vertiv VRT Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$203K Buy
+2,349
New +$214K ﹤0.01% 706

Other funds holding VRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's VRT Position: Q2 2024 in Review

Buckingham Strategic Wealth opened a new position in Vertiv (VRT) in Q2 2024: 2,349 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings.

906 funds tracked by Wall St. Rank hold VRT as of Q2 2024.

  • Buckingham Strategic Wealth held 2,349 shares of Vertiv worth $203K as of Q2 2024.
  • Vertiv was a new Buckingham Strategic Wealth position in Q2 2024.
  • Vertiv made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #706 holding.
  • 906 funds tracked by Wall St. Rank held Vertiv as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.