Caldwell Sutter Capital’s VERITIV CORPORATION VRTV Stock Holding History

Caldwell Sutter Capital’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	-25	Closed	-$4.22K	–	983
2023 Q3	$4.22K	Hold	25	–	–	﹤0.01%	622
2023 Q2	$3.14K	Buy	+25	New	+$2.92K	﹤0.01%	677

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Caldwell Sutter Capital's VRTV Position: Q4 2023 in Review

Caldwell Sutter Capital sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 25 shares — an estimated $4.22K sold.

Caldwell Sutter Capital first reported a position in VRTV in Q2 2023 and held it in 2 quarters. The position peaked at $4.22K in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

Caldwell Sutter Capital reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
Caldwell Sutter Capital sold 25 VERITIV CORPORATION shares in Q4 2023, an estimated $4.22K.
Caldwell Sutter Capital first reported a position in VERITIV CORPORATION in Q2 2023 and held it in 2 quarters.
Caldwell Sutter Capital's VERITIV CORPORATION position peaked at $4.22K in Q3 2023.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Caldwell Sutter Capital's 13F filing for Q4 2023, filed 19 Jan 2024.